Financial Advisor - Flagstar Bank at LPL Financial | NY, USA | Rezi

Financial Advisor - Flagstar Bank at LPL Financial

Financial Advisor - Flagstar Bank

LPL Financial · NY, USA

Today

Financial Advisor - Flagstar Bank

LPL Financial · NY, USA

8 hours ago
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About the Role

This position allows you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. You will help clients in every stage of their financial life and grow your career by building a strong client base through the bank's referral system and client base. You will have the freedom to create client solutions without proprietary products and benefit from LPL's tools, technology, and support.

Responsibilities

  • Build a strong client base with the bank’s exceptional referral system
  • Find new clients via the bank’s client base
  • Create client solutions without proprietary products
  • Grow your business with LPL’s combination of tools, technology, and support
  • Capitalize on the bank’s reputation and community standing
  • Take care of your clients

Requirements

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

Location

  • Long Island, NY

Work Type

  • Full-time

Experience Level

  • 3+ years of investment sales experience

Salary/Compensations

  • $60,000 - $200,000
  • Eligible to earn sales incentive compensation

Benefits

  • Access to proprietary technology and a suite of customized services
  • Open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help create client solutions
  • Freedom to create solutions specific to client’s goals

About the Company

  • LPL Financial partners with banks to offer a complete menu of financial services to bank clients.
  • The Investment Program at Flagstar Bank supports the local community with a complete menu of financial services.