Financial Advisor - Beacon Bank
About The Position
Beacon Bank is hiring a Financial Advisor to join its Investment Program in Worcester, Massachusetts. The advisor will help individuals and families with financial solutions throughout their lives, develop a client base through the bank’s referral system and existing client relationships, and grow their business with support from LPL Financial. Advisors can create solutions without proprietary products and access LPL’s technology, customized services, investment products, and firm-wide resources. The advisor is employed by Beacon Bank, not LPL Financial; in accordance with regulatory requirements, LPL Financial holds the advisor’s securities and insurance licenses. The stated pay range is $100,000–$150,000, with eligibility for sales incentive compensation.
Requirements
- Series 7 and Series 66 (or Series 63 and 65) licenses are required.
- Insurance license is required.
- 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.
- Help clients pursue their financial goals by creating appropriate financial solutions.
- Develop the advisor’s business with the support of LPL Financial’s tools, technology, and services.
- Find new clients through Beacon Bank’s client base.
Benefits
- Access to proprietary technology and customized services.
- Access to an open-architecture platform with thousands of investment products from third-party sponsors.
- Access to firm-wide resources and expertise to help create client solutions.
- Sales incentive compensation eligibility.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
