Financial Advisor - Beacon Bank

LPL Financial • White Plains, NY

1d

About The Position

Beacon Bank is hiring a Financial Advisor to join its Investment Program in White Plains, New York. The advisor will help clients at every stage of their financial lives and grow a business serving people and families seeking financial solutions. The position offers access to several branch territories with significant deposit bases, the bank’s client referral system, and opportunities to find new clients among the bank’s existing customer base. Advisors can develop client solutions without proprietary products and use LPL Financial’s tools, technology, and support, as well as the bank’s reputation and community standing.

The advisor is associated with LPL Financial, which provides access to proprietary technology, customized services, an open-architecture platform with thousands of investment products from third-party sponsors, and firm-wide resources and expertise. Employment is with Beacon Bank, not LPL Financial; LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements. The role pays $100,000–$150,000, depending on factors including skills, experience, and work location, and is also eligible for sales incentive compensation.

Requirements

• Series 7 and Series 66 (or Series 63/65) licenses are required.
• An insurance license is required.
• Three or more years of investment sales experience are required.

Responsibilities

• Build and grow a client base using the bank’s referral system and existing customer base.
• Help clients identify financial solutions and create solutions tailored to their goals.
• Develop the advisor’s business across assigned bank branch territories.

Benefits

• Access to LPL Financial’s 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.
• Eligible to earn sales incentive compensation.

What This Job Offers

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