On-Site Wealth Advisor — Investment & Insurance Solutions

LPL Financial; Springfield (IL); On-site; USD 58,500 - 70,000; Full time

Job summary

LPL Financial is seeking a Wealth Advisor to deliver tailored financial services at Security Bank. The role involves providing Non-Deposit Investment Products and achieving sales goals while ensuring compliance. The ideal candidate will have strong investment sales experience and excellent customer service skills.

This position is located on-site in Springfield, Illinois, and offers a salary range of $58,500 - $70,000 depending on skills and experience, alongside potential sales incentive compensation.

Qualifications

• Minimum of two years investment sales experience in a financial institution.
• Must maintain active state applicable Life Insurance License and FINRA registrations including Series 7 and Series 63/65 or 66.
• Proficiency in using Microsoft Office products, especially PowerPoint.

Responsibilities

• Utilizing a consultative approach to provide comprehensive financial solutions.
• Soliciting new and existing investments and insurance solutions.
• Building strong relationships with retail branch staff to support referral efforts.

Skills

Sales experience

Investment knowledge

Customer service skills

Communication skills

Education

High school diploma or equivalent (Bachelor’s Degree Preferred)

Tools

Microsoft Office

Job description

LPL Financial is seeking a Wealth Advisor to deliver tailored financial services at Security Bank. The role involves providing Non-Deposit Investment Products and achieving sales goals while ensuring compliance. The ideal candidate will have strong investment sales experience and excellent customer service skills.

This position is located on-site in Springfield, Illinois, and offers a salary range of $58,500 - $70,000 depending on skills and experience, alongside potential sales incentive compensation.