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About the role
Key responsibilities & impact- Join the Investment Program at First Interstate Bank as a Financial Advisor associated with LPL Financial
- Help clients in every stage of their financial life
- Create client solutions specific to clients' financial goals
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- The ability to service an existing book of business upon hire
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment salesfinancial planningclient solutions
Soft Skills
client relationship managementcommunicationproblem-solving
Certifications
Series 7Series 66Insurance license
