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 Investment Program at Thumb Bank and Trust supports the local community by offering a complete menu of financial services. You will join a dedicated team committed to assisting clients at various stages of their financial lives.

Skills

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 create client solutions
• The freedom to tailor solutions specific to your clients’ goals

Benefits

• Access to LPL’s proprietary technology and suite of 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 create solutions specific to your client’s goals
• Leverage the bank’s reputation and community standing to attract clients

Pay

The salary range is $50,000 - $70,000, dependent on a variety 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 not specified in the job posting.