Wealth Advisor: Grow Your Practice with Open Architecture

LPL Financial; Upper Arlington (OH); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Access to proprietary technology

Customized services

Access to thousands of investment products

Job summary

LPL Financial is seeking a Financial Advisor associated with German American Bank in Upper Arlington, OH. This role involves servicing an existing book of business and building a strong client base using the credit union’s referral system.

With a focus on providing tailor-made financial solutions, candidates must have Series 7 and 66 licenses and at least three years of investment sales experience. The position offers a competitive salary ranging from $100,000 to $150,000 based on various factors.

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 credit union’s referral system.
• Create client solutions without proprietary products.

Job description

LPL Financial is seeking a Financial Advisor associated with German American Bank in Upper Arlington, OH. This role involves servicing an existing book of business and building a strong client base using the credit union’s referral system.

With a focus on providing tailor-made financial solutions, candidates must have Series 7 and 66 licenses and at least three years of investment sales experience. The position offers a competitive salary ranging from $100,000 to $150,000 based on various factors.