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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, find new clients via the bank’s client base, and create client solutions without proprietary products. You will benefit from LPL’s tools, technology, support, and experience in helping financial institutions grow their investment programs.
Responsibilities
- Build a strong client base with the Bank’s exceptional referral system
- Support current clients who need an advisor to support their financial goals
- 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
- Albany, 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
Benefits
- Access to LPL’s 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 you create client solutions
- Freedom to create solutions specific to your 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 Beacon Bank supports the local community with a complete menu of financial services.
- You will join a team that is dedicated to helping clients in every stage of their financial life.