Associate Financial Advisor - First State Bank

About the role

This employment opportunity allows you to join First State Bank as an Associate Financial Advisor working with LPL Financial. Under this model, Associate Financial Advisors are not employees of LPL Financial.

Investment Program

The Investment Program at First State Bank supports the local community with a complete menu of financial services. You will join a team dedicated to helping clients in every stage of their financial life.

Responsibilities

• Partner with a top advisor working a portion of their book of business
• 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
• Benefit from LPL's experience helping financial institutions grow and maximize their investment programs
• Capitalize on the credit union's reputation and community standing
• Opportunity to become a financial advisor in the future

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required

Pay

The salary range is $48,000 - $60,000, dependent on a number of factors including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.