Associate Financial Advisor - First State Bank

LPL Financial • New London, WI

4d • Onsite

About The Position

First State Bank is seeking an Associate Financial Advisor to join their team in New London, WI. This role involves partnering with a top advisor, building a client base through referrals and the bank's member base, and creating client solutions using LPL Financial's tools and technology. The position offers the opportunity to grow your career and business by helping clients with their financial needs and potentially becoming a financial advisor in the future. As an advisor associated with LPL Financial, you will benefit from their proprietary technology, open architecture platform, and firm-wide resources, while your employment will be with First State Bank.

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required

Responsibilities

• Partner with a top advisor working a portion of their book of business.
• Build a strong client base with the credit union’s exceptional referral system.
• Find new clients via the credit union’s member base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s combination of tools, technology, and support.
• Capitalize on the credit union’s reputation and community standing.
• Become a financial advisor in the future.

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
• Sales incentive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed