Financial Advisor - Peapack Private Bank and Trust - Bedminster, NJ

LPL Financial • Bedminster, NJ

2d • $40,000 - $70,000 • Onsite

About The Position

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Peapack Private Bank & Trust in Bedminster, NJ would allow you to join the Investment Program at Peapack Private Bank & Trust as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Peapack Private Bank & Trust supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Peapack Private Bank & Trust for financial solutions.

Requirements

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

Responsibilities

• 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.

Benefits

• Employee benefits package

What This Job Offers

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