Financial Advisor - Peoples Bank

lplfinancial
Mount Vernon, WA Full Time
POSTED ON 11/10/2023 CLOSED ON 12/13/2023

What are the responsibilities and job description for the Financial Advisor - Peoples Bank position at lplfinancial?

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Peoples Bank in Mount Vernon, WA would allow you to join the Investment Program at Peoples Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Peoples Bank 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 Peoples Bank for financial solutions. This position will offer: • The ability to build a strong client base with the Bank’s exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank’s client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL’s combination of tools, technology, and support • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank’s reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: • 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 Whatever your vision of success, we’re with you every step of the way. Requirements: • Series 7 and 66 (63/65) required • Insurance license required • Three or more years of investment sales experience By submitting an application, you are not applying for employment with LPL Financial. Employment is with Peoples Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Bank. Pay Range: - LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility
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