Jobs · Finance · Massachusetts

Financial Advisor – Cornerstone Bank

LPL Financial · Athol, MA · 2 wk ago
Finance$50k–$90k/yrFull-time

About the role

The Investment Program at Cornerstone 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

  • Build a strong client base with the Bank’s exceptional referral system
  • Manage several branch territories with significant deposit base, including current clients needing an advisor
  • 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

Requirements

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

Pay

$50,000 - $90,000

Schedule

This position is eligible to earn sales incentive compensation.

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