Financial Advisor – Thumb Bank and Trust

About the role

This employment opportunity at Thumb Bank and Trust in Sandusky, MI allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of 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 client solutions without proprietary products
• Grow your business with LPL’s comprehensive tools, technology, and support
• Benefit from LPL’s experience in helping financial institutions grow and maximize their investment programs
• Utilize the bank’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 strong understanding of financial planning. A passion for building relationships and a commitment to excellence are essential qualities for this role.

Skills

Strong interpersonal skills, excellent communication abilities, and the ability to build trust with clients are crucial. Proficiency in financial analysis and the ability to develop personalized financial plans are also important.

Benefits

As an advisor associated with LPL Financial, you benefit from:

• 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 help create client solutions
• The freedom to tailor solutions to individual client needs

Pay

The salary range for this position is $50,000 - $70,000, depending on various factors including experience and performance. This position is also eligible to earn sales incentive compensation.

Schedule

The schedule for this role is flexible and designed to accommodate the needs of both the advisor and the bank. Regular office hours are typically Monday through Friday, but the exact schedule may vary based on the advisor's preferences and the bank's operational requirements.