Investment Consultant

1 week ago

Waterloo, Iowa, United States LPL Financial Full time

Wealth Management Advisor – LPL Financial

Explore a rewarding career path with ample opportunities

LPL Financial collaborates with financial institutions to provide a comprehensive range of investment services to their clientele. This position at a reputable bank offers the chance to become a Wealth Management Advisor affiliated with LPL Financial. In this arrangement, Wealth Management Advisors operate independently from LPL Financial.

The Investment Program at this financial institution plays a vital role in the community by offering a full suite of financial services. You will be part of a dedicated team focused on assisting clients at every stage of their financial journey.

This dynamic role will enable you to advance your career and expand your business, aiding individuals and families seeking financial guidance. The position includes:

Immediate access to an established client portfolio Opportunities to cultivate a robust client network through the bank's exceptional referral program Access to multiple branch territories with a significant deposit base, including existing clients in need of advisory services The chance to attract new clients from the bank's existing customer base The ability to develop client solutions without being limited to proprietary products Tools, technology, and support from LPL to enhance your business growth The advantage of LPL's extensive experience in helping financial institutions expand their investment offerings The opportunity to leverage the bank's strong reputation and community presence

As a Wealth Management Advisor associated with LPL Financial, you will benefit from our commitment to support you in serving your clients effectively. Your partnership includes:

Access to proprietary technology and a range of tailored services An open architecture platform providing access to a wide array of investment products from leading third-party sponsors Resources and expertise from across the firm to assist in crafting client solutions The freedom to design solutions tailored to your clients' specific goals

Whatever your vision of success may be, we are here to support you every step of the way.

Qualifications:

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

Note: This position is with a financial institution, and LPL Financial will hold your securities/insurance licenses in accordance with regulatory requirements.

***REQUIRED DISCLOSURE(S)

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

Pay Range: The salary range is contingent upon various factors, including the applicant's skills, experience, and work location. This position is also eligible for sales incentive compensation.

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