Open-Architecture Financial Advisor for Growth

LPL Financial; West Point (GA); On-site; USD 50,000 - 120,000; Full time

Job summary

Capital City Bank in partnership with LPL Financial seeks a Financial Advisor to join its West Point team. You will service an existing book of business and build a robust client base through the bank’s referral network while providing independent, unbiased investment guidance.

As an advisor associated with LPL, you’ll access an open-architecture platform with thousands of products and support to tailor solutions to clients’ goals.

Qualifications

• Series 7 and 66 (63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the bank’s referral system.
• Find new clients via the bank’s client base.
• Create client solutions without proprietary products.
• Grow your advisory business with LPL’s tools, technology, and support.

Skills

Series 7 & 66

Insurance license

Investment sales experience

Job description

Capital City Bank in partnership with LPL Financial seeks a Financial Advisor to join its West Point team. You will service an existing book of business and build a robust client base through the bank’s referral network while providing independent, unbiased investment guidance.

As an advisor associated with LPL, you’ll access an open-architecture platform with thousands of products and support to tailor solutions to clients’ goals.