Don’t miss the opportunity to work with one of LPL’s most successful and long tenured financial institution partners! Is it time for a change? Do you want to become part of a successful financial institution team? We are looking for an established advisor to offer comprehensive wealth management services to their local customer base.
- Preferable experience with financial planning platforms and advisory products
- Located and working within local bank branches to offer financial planning support and investment services
- Cover existing clients and their investment needs from advisor's office
- Work and develop an existing Investment book of business
- Strong referral system from tenured bank branch employees and key departments of the bank. Team approach and joint calling encouraged
- Full W2 benefits available with competitive compensation and health, dental, vision, 401K, health savings and vacation.
- Bank executives are committed to partnering with the selected advisor to ensure a successful long term career.
- Included are marketing, technology and business development resources.
- With the significant success and growth of the investment program the bank is gaining market share and well positioned to increase its community bank footprint.
- The Investment Program is a core offering within its Wealth Management group.
This is a unique W2 employment opportunity offered through LPL Financial; the local community bank in coordination with Bankers Wealth Management.
Requirements:
Minimum of 3-5 years of Investment product sales and service
Series 7/65
Insurance Licensed
CFP or willingness to obtain
