Investment Advisor: Growth with Open-Platform Tools

LPL Financial; Memphis (TN); On-site; USD 44,000 - 60,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor to partner with Simmons Bank in Memphis, TN. This role offers the opportunity to build a strong client base through bank referrals and develop customized client solutions.

Successful candidates must possess Series 7 and 66 licenses, as well as an insurance license, with at least three years of investment sales experience. The compensation package ranges from $44,000 to $60,000, with potential sales incentive compensation included.

Qualifications

• Series 7 and 66 (63/65) licenses are required.
• Insurance license is mandatory.
• At least three years of experience in investment sales is needed.

Responsibilities

• Grow and manage a client base using the bank's referral system.
• Create customized financial solutions for clients.
• Leverage LPL's tools and support to enhance business.

Skills

Investment sales experience

Client management

Financial advising

Tools

Proprietary technology

Investment products

Job description

LPL Financial is seeking a Financial Advisor to partner with Simmons Bank in Memphis, TN. This role offers the opportunity to build a strong client base through bank referrals and develop customized client solutions.

Successful candidates must possess Series 7 and 66 licenses, as well as an insurance license, with at least three years of investment sales experience. The compensation package ranges from $44,000 to $60,000, with potential sales incentive compensation included.