Financial Advisor - Queensborough National Bank & Trust

About the role

This employment opportunity at Queensborough National Bank & Trust in Savannah, GA allows you to join the Investment Program as a Financial Advisor associated with LPL Financial.

Responsibilities

• Build a strong client base with the Bank's exceptional referral system
• Manage several branch territories with significant deposit bases, including current clients needing an advisor
• Find new clients through the bank’s extensive client network
• Create comprehensive client solutions without proprietary products
• Grow your business using LPL’s suite of tools, technology, and support
• Utilize LPL’s resources and expertise to assist in creating tailored client solutions
• Benefit from LPL’s commitment to supporting advisors like yourself

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 building relationships with clients. A strong background in financial planning and a commitment to providing high-quality service are essential.

Skills

Strong interpersonal skills, excellent communication abilities, and the ability to work independently and as part of a team are crucial. Proficiency in Microsoft Office and a solid understanding of financial concepts are also beneficial.

Benefits

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

• Access to proprietary technology and customized services
• An open architecture platform with access to thousands of investment products
• Resources and expertise across the firm to assist in creating client solutions
• The freedom to develop solutions tailored to individual client needs

Pay

The salary range for this position is $30,000 - $30,000, with the actual salary dependent on various factors including the applicant’s skill level, 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 bank. The goal is to provide a work-life balance that allows you to effectively serve your clients while maintaining a healthy personal life.