Financial Advisor – Cornerstone Bank

LPL Financial • Athol, MA

1d • 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 exciting position will allow you to grow your career and business, helping the people and families that look to Cornerstone Bank for financial solutions.

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.
• Capitalize on the bank’s reputation and community standing.

Benefits

• Access to LPL’s 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 you create client solutions
• The 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