Financial Advisor – Bank Five Nine
About The Position
This employment opportunity at Bank Five Nine in Oconomowoc, WI would allow you to join the Investment Program at Bank Five Nine as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Bank Five Nine supports the local community with a complete menu of financial services. You will join a team that is 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 Bank Five Nine 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.
- Take care of your clients.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
