Financial Advisor - Beacon Bank

LPL Financial • Farmington, CT

3d • $100,000 - $150,000

About The Position

LPL Financial partners with banks to provide financial services to bank clients. This opportunity is with Beacon Bank’s Investment Program in Hartford, Connecticut. The Financial Advisor is employed by Beacon Bank, not LPL Financial; LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements.

The advisor will help clients at every stage of their financial lives and build a financial-advisory business serving people and families who turn to Beacon Bank for financial solutions. The role offers access to multiple branch territories with significant deposit bases, a bank referral system and existing clients seeking advisory support. Advisors can also develop new clients from the bank’s client base and create client solutions without proprietary products.

The advisor is associated with LPL Financial and has access to its technology, customized services, open-architecture platform with thousands of investment products from third-party sponsors, and firm-wide resources and expertise. The position is eligible for sales incentive compensation. Pay range: $100,000–$150,000, dependent on factors including skills, experience and work location.

Requirements

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

Responsibilities

• Help clients at every stage of their financial lives.
• Support clients’ financial goals and provide financial solutions to people and families served by Beacon Bank.
• Build a client base and grow an advisory business through bank referrals, existing bank clients and new clients from the bank’s client base.
• Create client solutions tailored to individual goals, without proprietary-product restrictions.

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.
• Access to resources and expertise across LPL Financial.
• Sales incentive compensation eligibility.

What This Job Offers

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