Career Opportunities as a Financial Advisor

1 month ago


Mount Vernon, New York, United States LPL Financial Full time

Financial Advisor Role

LPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at Banner Bank in WA would allow you to join the Investment Program at Banner Bank as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

The Investment Program at Banner Bank supports the local community with a complete menu of financial services. You will join a team dedicated to assisting clients at every stage of their financial lives.

This position will provide you with the opportunity to grow your career and business, helping individuals and families seeking financial solutions from Banner Bank.

Key Benefits:

  • The ability to build a strong client base with the Bank's exceptional referral system.
  • Several branch territories with a significant deposit base, including current clients who require an advisor to support their financial goals.
  • The opportunity to find new clients via the bank's client base.
  • The freedom 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.

Partner Benefits:

  • 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 clients' goals.

Requirements:

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

Application Instructions:

By submitting an application, you are not applying for employment with LPL Financial. Employment is with Banner Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

Disclosure:

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank.

Pay Range: $68,400 - $69,000

This position is also eligible to earn sales incentive compensation. The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location.



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