Investment Consultant

2 weeks ago

Waterloo, Iowa, United States LPL Financial Full time

Wealth Management Advisor – LPL Financial

Unlock your potential with a rewarding career

LPL Financial collaborates with financial institutions to provide a comprehensive array of investment services to their clientele. This opportunity at a reputable financial institution allows you to engage with clients as a Wealth Management Advisor affiliated with LPL Financial. Under this arrangement, Wealth Management Advisors operate independently from LPL Financial.

The investment program at this financial institution is committed to serving the local community by offering a full spectrum of financial solutions. You will be part of a dedicated team focused on assisting clients throughout their financial journeys.

This fulfilling role will enable you to advance your career and expand your practice, supporting individuals and families seeking financial guidance. The position offers:

Immediate access to an established client portfolio The opportunity to cultivate a robust client network through the institution's exceptional referral system Access to multiple branch territories with a significant deposit base, including existing clients in need of advisory services The chance to acquire new clients through the institution's customer base The ability to design client solutions without being restricted to proprietary products Opportunities to grow your practice with LPL's extensive tools, technology, and support The advantage of LPL's expertise in enhancing financial institutions' investment programs The opportunity to leverage the institution's reputation and standing in the community

As an advisor affiliated with LPL Financial, you will benefit from our commitment to support you in serving your clients effectively. Your partnership includes:

Access to advanced technology and a suite of tailored services A flexible platform with access to a wide range of investment products from leading third-party sponsors Resources and expertise across the organization to assist in crafting client solutions The freedom to develop solutions tailored to your client's objectives

Whatever your vision of success may be, we are here to support you at every stage.

Qualifications:

Series 7 and 66 (63/65) licenses required Insurance license required Minimum of three years of experience in investment sales

Note: By submitting an application, you are applying for a position with the financial institution, while LPL Financial will oversee your securities and insurance licenses in accordance with regulatory requirements.

***IMPORTANT DISCLOSURE

These investment products and services are provided through LPL or its affiliates, which are distinct entities from, and not affiliates of, the financial institution.

Pay Range: The compensation range is influenced by various factors, including the applicant's skills, experience, and work location. This position may also be eligible for performance-based incentive compensation.

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