Financial Services Professional

3 weeks ago


Millbury, Massachusetts, United States LPL Financial Holdings, Inc. Full time
Unlock Your Potential as a Financial Advisor

LPL Financial Holdings, Inc. partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at BankHometown in Millbury, MA would allow you to join the Investment Program at BankHometown as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

The Investment Program at BankHometown supports the local community with a complete menu of financial services. You will join a team dedicated to helping clients at every stage of their financial life.

This exciting position will enable you to grow your career and business, helping the people and families that rely on BankHometown for financial solutions. This position offers:
  • The ability to build a strong client base with the Bank's exceptional referral system
  • Service multiple branch territories with significant deposit bases, including current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to support you so you can take care of your clients. Your partnership includes:
  • Access to our 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
Whatever your vision of success, we're with you every step of the way.

Requirements:
  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with BankHometown, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***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, BankHometown.

Pay Range:

The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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