Financial Advisor - Beacon Bank
About The Position
The Financial Advisor will join the Investment Program at Beacon Bank in White Plains, New York, and be associated with LPL Financial. The role supports clients across every stage of their financial lives by providing financial services and solutions. Advisors can build a client base through the bank’s referral system, serve existing bank clients, and develop new clients from the bank’s client base. The role offers access to multiple branch territories with significant deposit bases and the opportunity to create client solutions without proprietary products. The advisor can grow their business using LPL’s tools, technology, customized services, and firm-wide resources. The partnership includes access to an open-architecture platform with thousands of investment products from third-party sponsors, as well as expertise to help create solutions tailored to client goals. The advisor is employed by Beacon Bank, not LPL Financial; LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements.
Requirements
- Series 7 and Series 66 (or Series 63 and 65) licenses required.
- Insurance license required.
- Three or more years of investment sales experience.
Responsibilities
- Provide financial services and solutions to Beacon Bank clients at all stages of their financial lives.
- Build a client base using the bank’s referral system and existing client relationships.
- Find new clients through the bank’s client base.
- Develop client solutions tailored to clients’ financial goals, without being limited to proprietary products.
- Grow the advisor’s business using LPL’s tools, technology, customized services, and firm resources.
Benefits
- Access to proprietary technology and customized services.
- Access to an open-architecture platform with thousands of investment products from leading third-party product sponsors.
- Resources and expertise across the firm to help create client solutions.
- Sales incentive compensation eligibility.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
