Financial Advisor CBI Bank and Trust
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at CBI Bank and Trust in Muscatine, IA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. Note that Financial Advisors are not employees of LPL Financial.
The Investment Program supports the local community with comprehensive financial services. You will join a dedicated team helping clients at every stage of their financial life.
This position offers:
- The ability to service an existing book of business upon hire
- The opportunity to build a strong client base through the banks referral system
- Access to several branch territories with significant deposit bases, including current clients needing financial support
- The chance to find new clients within the banks existing client base
- The ability to create client solutions without proprietary products
- Support to grow your business with LPLs tools, technology, and resources
- Experience from LPL in helping financial institutions grow and maximize investment programs
- The opportunity to leverage the banks reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to support your success. Your partnership includes:
- Access to proprietary technology and customized services
- An open architecture platform with thousands of investment products from leading third-party sponsors
- Resources and expertise to help create tailored client solutions
- The freedom to develop solutions aligned with your clients goals
Whatever your vision of success, were with you every step of the way.
Requirements:
- Series 7 and 66 (or 63/65) licenses required
- Insurance license required
- At least three years of investment sales experience
Application process: Apply online. Submitting an application does not constitute employment with LPL Financial. Employment is directly with CBI Bank and Trust. LPL Financial will hold your securities and insurance licenses as required by regulation.
***REQUIRED DISCLOSURE(S):
These investment products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CBI Bank and Trust.
Tracking # 1-05026674
Pay Range: $75,000 - $125,000. The salary depends on skills, experience, and location. The position may also include sales incentive compensation.
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