LPL Financial

Financial Advisor

LPL Financial

full-time

Posted on:

Location Type: Office

Location: Sandusky • Missouri • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $50,000 - $70,000 per year

Job Level

Mid-LevelSenior

About the role

  • Join the Investment Program at Thumb Bank and Trust as a Financial Advisor associated with LPL Financial
  • Help clients in every stage of their financial life
  • Build and grow a strong client base using the Bank’s referral system and branch territories
  • Find new clients via the bank’s client base and community standing
  • Create client solutions using an open architecture platform and third-party investment products
  • Grow your business leveraging LPL’s tools, technology, resources, and support

Requirements

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience
Benefits
  • The ability to build a strong client base with the Bank’s exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank’s client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL’s combination of tools, technology, and support
  • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank’s reputation and community standing
  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client’s goals
  • Eligible to earn sales incentive compensation

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment salesclient solutionsfinancial planning
Soft skills
client relationship managementbusiness developmentcommunication
Certifications
Series 7Series 66insurance license