Job Postings - Financial Advisor

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