Jobs · Finance · Wisconsin

Financial Advisor - Old National Bank

LPL Financial · Milwaukee, WI · 3 wk ago
FinanceFull-time

About the role

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Old National Bank in Milwaukee, WI would allow you to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial.

Responsibilities

  • The ability to build a strong client base with the Bank’s exceptional referral system
  • 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

Benefits

  • 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

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

N/A

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