Financial Advisor - German American Bank - Upper Arlington, OH

About the role

This employment opportunity at German American Bank in Upper Arlington, OH allows you to join the Investment Program at German American Bank as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

Responsibilities

• Service an existing book of business upon hire
• Build a strong client base with the credit union's exceptional referral system
• Manage several branch territories with significant deposit bases, including current members needing financial support
• Find new clients through 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 in helping financial institutions grow and maximize their investment programs
• Utilize the credit union's reputation and community standing to attract clients

Requirements

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

Qualifications

The ideal candidate will have a proven track record in investment sales and a passion for helping clients achieve their financial goals. A successful candidate will be able to demonstrate a strong understanding of financial planning and a commitment to building long-term relationships with clients.

Skills

Strong interpersonal skills, excellent communication abilities, and the ability to build trust with clients are essential. Proficiency in financial analysis and a deep understanding of investment products are also crucial.

Benefits

LPL Financial offers a comprehensive benefits package designed to support your well-being and career growth. This includes:

• Access to 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

Pay

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.

Schedule

The schedule for this position is flexible and will be determined based on the needs of both the client and the financial advisor.