Financial Advisor - Beacon Bank

LPL Financial • Hartford, CT

2d

About The Position

LPL Financial partners with banks to offer financial services to bank clients. This opportunity is with Beacon Bank in Hartford, Connecticut, where the Financial Advisor will join the bank’s Investment Program as an advisor associated with LPL Financial. The advisor is employed by Beacon Bank, not LPL Financial; LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements.

The role supports local clients through financial services and helps people and families at every stage of their financial lives. The advisor can build a client base through the bank’s referral system and existing client relationships, pursue new clients from the bank’s customer base, and develop client solutions without being limited to proprietary products. LPL provides technology, tools, customized services, access to investment products from third-party sponsors, and firm-wide resources and expertise.

The position offers a stated pay range of $100,000–$150,000 and is also eligible for sales incentive compensation. The salary range depends on factors including the applicant’s skills, experience, and work location.

Requirements

• Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
• Insurance license.
• At least three years of investment sales experience.

Responsibilities

• Build and grow a client base using the bank’s referral system and existing client relationships.
• Find new clients through the bank’s client base.
• Help clients and families address financial goals at every stage of their financial lives.
• Create financial solutions tailored to clients’ goals, without being limited to proprietary products.
• Grow the investment advisory business using LPL’s tools, technology, services, and support.

Benefits

• Access to proprietary technology and customized services.
• Access to an open-architecture platform with thousands of investment products from leading third-party product sponsors.
• Resources and expertise across the firm to help create client solutions.
• Sales incentive compensation eligibility.

What This Job Offers

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