Financial Services Professional

4 weeks ago


Burlington, Vermont, United States LPL Financial Holdings, Inc. Full time
Unlock Your Potential as a Financial Advisor

LPL Financial partners with banks to offer a comprehensive suite of financial services to their clients. This opportunity at Community Bank in Burlington, VT, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will be an independent contractor, not an employee of LPL Financial.

About the Investment Program

The Investment Program at Community Bank supports the local community by providing a wide range of financial services. You will be part of a team dedicated to helping clients at every stage of their financial journey. This exciting position will enable you to grow your career and business, serving the people and families who rely on Community Bank for financial solutions.

Key Benefits
  • Build a strong client base with the Bank's exceptional referral system
  • Service multiple branch territories with significant deposit bases, including current clients who need an advisor to support their financial goals
  • Find new clients through the bank's client base
  • Create client solutions without proprietary products
  • Grow your business with LPL's combination of tools, technology, and support
  • Benefit from LPL's experience helping financial institutions grow and maximize their investment programs
  • Capitalize on the bank's reputation and community standing
Your Partnership with LPL Financial

As an advisor associated with LPL Financial, you will enjoy a range of benefits, including:

  • 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

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

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

Pay Range: $75,000 - $100,000

This position is eligible to earn sales incentive compensation.



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