Wealth Advisor: Grow Your Book with Open Architecture

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

Job summary

Capital City Bank in West Point, GA is partnering with LPL Financial to offer a Financial Advisor opportunity. This role joins the Investment Program at Capital City Bank as an advisor associated with LPL Financial, with advisors not being employees of LPL.

You will service a local client base, build new relationships through the bank's referrals, and grow your business using LPL's tools, technology, and support.

Qualifications

• Series 7 and 66 licenses 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 business with LPL's tools, technology and support.

Skills

Series 7 & 66

Insurance license

Investment sales experience

Job description

Capital City Bank in West Point, GA is partnering with LPL Financial to offer a Financial Advisor opportunity. This role joins the Investment Program at Capital City Bank as an advisor associated with LPL Financial, with advisors not being employees of LPL.

You will service a local client base, build new relationships through the bank's referrals, and grow your business using LPL's tools, technology, and support.