Financial Services Professional

1 day ago


Pittsburgh, Pennsylvania, 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 Northwest Bank in Bellevue, PA, 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.

Key Responsibilities:
  • Build a strong client base through the bank's referral system
  • Service multiple branch territories with significant deposit bases
  • Identify new clients within the bank's existing client base
  • Create client solutions without proprietary products
  • Grow your business with LPL's tools, technology, and support
  • Benefit from LPL's experience in helping financial institutions grow and maximize their investment programs
Benefits of Partnership:
  • Access to proprietary technology and customized services
  • An open architecture platform with access to thousands of investment products
  • Resources and expertise to help create client solutions
  • The freedom to create solutions tailored to your clients' goals
Requirements:
  • Series 7 and 66 (63/65) licenses
  • Insurance license
  • Three or more years of investment sales experience

By submitting an application, you acknowledge that employment is with Northwest Bank, and LPL Financial will hold your securities/insurance licenses. These investment products and services are offered through LPL or its affiliates, separate entities from Northwest Bank. Pay Range: $30,000 - $100,000. This position is eligible for sales incentive compensation.



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