Financial Advisor - Simmons Bank

LPL Financial • Fort Worth, TX

3d • $44,000 - $60,000

About The Position

The Financial Advisor will join the Investment Program at Simmons Bank in Fort Worth, Texas, as an advisor associated with LPL Financial. Employment is with Simmons Bank, not LPL Financial; LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements. The Investment Program provides financial services to bank clients and serves the local community. The advisor will help clients and families address financial goals throughout different stages of life and grow their own client base and business.

The role offers access to bank referral opportunities, several branch territories with significant deposit bases and existing clients, and opportunities to develop new clients from the bank’s client base. Advisors can develop client-specific solutions without proprietary products and can draw on LPL’s technology, tools, services, resources, expertise, and open-architecture platform, which includes investment products from third-party sponsors. The position pays a stated range of $44,000–$60,000 and is also eligible for sales incentive compensation. The range depends on factors including the applicant’s skill, experience, and work location.

Requirements

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

Responsibilities

• Help clients and families with financial solutions and goals at every stage of their financial lives.
• Build and grow a client base using the bank’s referral system and existing client base.
• Develop client solutions tailored to clients’ goals without proprietary products.
• Grow the advisor’s business with support, tools, and technology from LPL Financial.

Benefits

• Access to proprietary technology and customized services.
• Access to an open-architecture platform with thousands of investment products from leading third-party sponsors.
• Resources and expertise across LPL Financial to help create client solutions.
• Bank referral opportunities and access to several branch territories with significant deposit bases and existing clients.
• Sales incentive compensation eligibility.

What This Job Offers

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