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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.  


Minimum of 3-5 years of Investment product sales and service

Series 7/65

Insurance Licensed  

CFP or willingness to obtain

Current Available Locations

Our Process

Madison, WI 

Our Values

Milwaukee, WI 

Our History

La Crosse, WI  

Our Process

Minneapolis / St.Paul, MN

Our History

Chicago, IL

Our Values

Indianapolis, IN

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