Financial Services Professional

2 weeks ago


Mount Vernon, New York, United States LPL Financial Full time

Financial Advisor Opportunity

About the Role

LPL Financial, a leading provider of investment services, is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial guidance and investment solutions to clients, helping them achieve their long-term financial goals.

Key Responsibilities

  • Build and maintain a strong client base through exceptional customer service and financial planning expertise
  • Develop and implement customized investment strategies for clients, leveraging LPL's extensive product offerings and research capabilities
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
  • Collaborate with other financial professionals to deliver comprehensive financial solutions to clients
  • Meet or exceed sales and revenue targets, while maintaining a high level of client satisfaction

Requirements

  • Series 7 and 66 (63/65) licenses required
  • Insurance license required
  • Three or more years of investment sales experience

What We Offer

  • A competitive compensation package, including base salary and sales incentives
  • Access to a comprehensive suite of financial products and services
  • Ongoing training and professional development opportunities
  • A collaborative and supportive work environment

About LPL Financial

LPL Financial is a leading provider of investment services, with a commitment to helping financial professionals like you succeed. Our partnership with Banner Bank provides a unique opportunity to build a successful career as a Financial Advisor, while also contributing to the growth and success of our clients.



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