Jobs · Finance · Oklahoma

Financial Advisor - Central Bank

LPL Financial · Tulsa, OK · 3 wk ago
Finance$50k–$70k/yrFull-time

About the role

This employment opportunity at Central Bank in Tulsa, OK would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial.

Responsibilities

  • The ability to service an existing book of business upon hire
  • 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

Requirements

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

Qualifications

Commensurate with experience.

Skills

Not specified.

Benefits

Not specified.

Pay

$50,000 - $70,000

Schedule

TBD

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