Financial Advisor

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Financial Advisor joining Beacon Bank's Investment Program to service clients and build wealth. Leveraging tools and support from LPL Financial to create tailored solutions for clients.

Posted 6/3/2026full-timeSyracuse • New York • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Join the Investment Program at Beacon Bank as a Financial Advisor
Service an existing book of business upon hire
Build a strong client base with the Bank’s exceptional referral system
Create client solutions without proprietary products
Grow your business with LPL’s combination of tools, technology, and support
Capitalize on the bank’s reputation and community standing

Requirements

What you’ll need

Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience

Benefits

Comp & perks

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
Existing client base
Established infrastructure
Access to LPL tech, tools, research, and analysis
Collaborative environment
Employee benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment salesclient solutions

Soft Skills

client relationship managementbusiness development

Certifications

Series 7Series 66Insurance license