Financial Services Professional

4 days ago


Albany, New York, United States LPL Financial Holdings, Inc. Full time
Unlock Your Potential in Financial Services

At LPL Financial Holdings, Inc., we're committed to helping you succeed in your career as a Financial Advisor. As a member of our team, you'll have the opportunity to work with a complete menu of financial services, partnering with banks to offer a wide range of solutions to their clients.

Key Responsibilities:
  • Build a strong client base with the bank's exceptional referral system
  • Service several branch territories with significant deposit bases
  • 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

Benefits of Partnership:
  • Access to 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

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

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

This position is also eligible to earn sales incentive compensation.

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