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About the Role
Join the Investment Program at Beacon Bank as a Financial Advisor associated with LPL Financial. This role allows you to build a strong client base, create client solutions without proprietary products, and grow your business with LPL's tools, technology, and support. You will benefit from LPL's experience in helping financial institutions maximize their investment programs and capitalize on the bank's reputation.
Responsibilities
- Build a strong client base with the Bank’s exceptional referral system
- Support clients in several branch territories with significant deposit base
- 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
- Leverage LPL’s experience helping financial institutions grow and maximize their investment programs
- Capitalize on the bank’s reputation and community standing
- Take care of clients by leveraging LPL's proprietary technology and customized services
- Create client solutions using an open architecture platform with access to thousands of investment products
- Utilize resources and expertise across the firm to create client solutions
- Create solutions specific to your client’s goals
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Location
- White Plains, NY
Work Type
- Full-time
Experience Level
- 3+ years of investment sales experience
Salary/Compensations
- $100,000 - $150,000
- Eligible to earn sales incentive compensation
About the Company
- LPL Financial partners with banks to offer a complete menu of financial services to bank clients.
- The Investment Program at Beacon Bank supports the local community with a complete menu of financial services.
- LPL Financial provides access to proprietary technology and a suite of customized services.
- LPL Financial offers an open architecture platform with access to thousands of investment products from leading third-party product sponsors.
- LPL Financial provides resources and expertise across the firm to help create client solutions.