Financial Advisor - Seacoast Bank

LPL Financial • Atlanta, GA

3d • $50,000 - $70,000

About The Position

LPL Financial partners with banks to offer financial services to bank clients. This opportunity is with the Investment Program at Seacoast Bank in Atlanta, Georgia. The Financial Advisor will be associated with LPL Financial and employed by Seacoast Bank; LPL Financial would hold the advisor’s securities and insurance licenses in accordance with regulatory requirements.

The role focuses on helping individuals and families with financial solutions throughout every stage of their financial lives. The advisor can build a client base through the bank’s referral system, existing client relationships, and community presence, and develop client solutions using an open architecture platform rather than proprietary products. LPL provides technology, customized services, investment product access, firm resources, and support to help advisors grow their business.

The listed pay range is $50,000–$70,000. The position is also eligible for sales incentive compensation. The salary range depends on factors including the applicant’s skills, experience, and work location.

Requirements

• Series 7 and Series 66 licenses, or Series 63 and Series 65, 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 throughout every stage of their financial lives.
• Build a client base using the bank’s referral system, existing client relationships, and opportunities to find clients within the bank’s client base.
• Create financial solutions tailored to clients’ goals.
• Grow the advisor’s business using LPL’s tools, technology, and support.

Benefits

• Access to proprietary technology and customized services.
• Access to an open architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise across the firm to help create client solutions.
• Freedom to create solutions specific to clients’ goals.
• Sales incentive compensation eligibility.

What This Job Offers

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