Financial Advisor - Old National Bank
LPL Financial · New Richmond, WI · 2 wk ago
FinanceFull-time
About the role
This employment opportunity at Old National Bank in New Richmond, WI would allow you to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Old National Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
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
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.