Financial Advisor – Cornerstone Bank MA

LPL FinancialWorcester, MA
Onsite

About The Position

Cornerstone Bank MA is partnering with LPL Financial to offer a complete menu of financial services to bank clients. This employment opportunity at Cornerstone Bank MA in Worcester, MA allows you to join the Investment Program at Cornerstone Bank MA as a Financial Advisor associated with LPL Financial. In this model, Financial Advisors are not employees of LPL Financial. The Investment Program at Cornerstone Bank MA supports the local community with a complete menu of financial services. You will join a team dedicated to helping clients 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 Cornerstone Bank MA for financial solutions. This position offers the ability to build a strong client base with the Bank’s exceptional referral system, several branch territories with significant deposit bases, and the opportunity to find new clients via the bank’s client base. You will have the opportunity to create client solutions without proprietary products and grow your business with LPL’s combination of tools, technology, and support. You will also benefit from LPL’s experience helping financial institutions grow and maximize their investment programs and capitalize on the bank’s reputation and community standing. As an advisor associated with LPL Financial, you benefit from their commitment to take care of you so you can take care of your clients. Your partnership includes access to proprietary technology and a suite of customized services, an open architecture platform with access to thousands of investment products from leading third-party product sponsors, and resources and expertise across the firm to help you create client solutions. You will have the freedom to create solutions specific to your client’s goals.

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 Bank’s exceptional referral system
  • 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
  • Take care of clients

Benefits

  • Sales incentive compensation

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

1,001-5,000 employees

© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service