Financial Advisor - St. Mary's Bank

LPL Financial • Manchester, NH

7d • $80,000 - $80,000 • Onsite

About The Position

This employment opportunity at TruStage, located at ST. MARY’S BANK in Manchester, NH, allows you to join St. Mary’s Bank as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial. The Investment Program at ST. MARY’S BANK supports the local community, and you will be joining a team 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 ST. MARY’S BANK for financial solutions. This position will offer the ability to service an existing book of business upon hire, build a strong client base with the credit union’s exceptional referral system, and leverage several branch territories with a significant deposit base, including current members who need an advisor. You will have the opportunity to find new clients via the credit union’s member base, 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 have the opportunity to capitalize on the credit union’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

• Service an existing book of business upon hire
• Build a strong client base with the credit union’s exceptional referral system
• Support members in every stage of their financial life
• 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
• Create solutions specific to your client’s goals

Benefits

• Access to 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
• Sales incentive compensation

What This Job Offers

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