Financial Advisor - Cornerstone Bank

LPL Financial • Athol, MA

1d • $70,000 - $100,000 • Onsite

About The Position

Cornerstone Bank is partnering with LPL Financial to offer a complete menu of financial services to bank clients. This employment opportunity at Cornerstone Bank in Athol, MA allows you to join the Investment Program at Cornerstone Bank 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 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 position will allow you to grow your career and business, helping the people and families that look to Cornerstone Bank 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 including current clients who need an advisor, the opportunity to find new clients via the bank’s client base, and the ability to create client solutions without proprietary products. You can grow your business with LPL’s combination of tools, technology, and support, and benefit from LPL’s experience helping financial institutions grow and maximize their investment programs. You will also have the opportunity to capitalize on the bank’s reputation and community standing. As an advisor associated with LPL Financial, you benefit from their commitment to support you so you can support your clients. This 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, resources and expertise across the firm to help create client solutions, and 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
• Support current clients who need an advisor to support their financial goals
• 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 your clients

Benefits

• Access to LPL’s proprietary technology and a suite of customized services
• Access to an open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help create client solutions
• Freedom to create solutions specific to your client’s goals
• Sales incentive compensation

What This Job Offers

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