Financial Advisor - German American Bank - Upper Arlington, OH

LPL Financial•Upper Arlington, OH

4d•$100,000 - $150,000•Onsite

About The Position

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at German American Bank in Upper Arlington, OH would allow you to join the Investment Program at German American Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at German American Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members 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 German American Bank for financial solutions.

Requirements

Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience

Nice To Haves

Having the credibility, trusted brand, and established presence of a local institution appeal to you

Responsibilities

Service an existing book of business upon hire
Build a strong client base with the credit union’s exceptional referral system
Find new clients via the credit union’s member base
Create client solutions without proprietary products
Grow your business with LPL’s combination of tools, technology, and support
Capitalize on the credit union’s reputation and community standing

Benefits

Access to our 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
Employee benefits package

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