Financial Advisor - Bank Five Nine

About the role

This employment opportunity at Bank Five Nine in Oconomowoc, WI allows 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 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. This position allows you to grow your career and business, helping the people and families that look to Bank Five Nine for financial solutions.

What the position offers

• 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

Partnership benefits

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

Requirements

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

Pay

Pay Range: $40,000 - $70,000. The salary range is 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.