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.