LPL Financial Services
Senior Financial Advisor – Peapack Private Bank & Trust
LPL Financial Services, New York, New York, us, 10261
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Peapack Private Bank & Trust in Manhattan, New York, allows you to join the Investment Program at Peapack Private Bank & Trust as a Senior Financial Advisor associated with LPL Financial. Please note, Senior Financial Advisors are not employees of LPL Financial.
Find out more about this role by reading the information below, then apply to be considered. The Investment Program supports the local community with comprehensive financial services. You will join a dedicated team committed to assisting clients through every stage of their financial journey. This position offers opportunities to grow your career and business while helping individuals and families with their financial needs. Key benefits include: Building a strong client base through the bank’s referral system Finding new clients within the bank’s existing client base Creating client solutions without proprietary products Growing your business with LPL’s tools, technology, and support Leveraging LPL’s experience in helping financial institutions expand Capitalizing on the bank’s 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 access to thousands of investment products from leading third-party sponsors Resources and expertise to help you craft tailored client solutions The flexibility to develop solutions aligned with your clients’ goals We are dedicated to supporting your vision of success 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 at. Please note: Submitting an application does not constitute employment with LPL Financial. Employment is with Peapack Private Bank & Trust. However, in accordance with regulatory requirements, LPL Financial will hold your securities and insurance licenses. ***REQUIRED DISCLOSURE(S)*** These investment products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peapack Private Bank & Trust. Tracking # 1-05026674 Pay Range: $125,000 - $200,000. The salary depends on factors such as experience, skills, and location. The position may also include sales incentive compensation.
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Find out more about this role by reading the information below, then apply to be considered. The Investment Program supports the local community with comprehensive financial services. You will join a dedicated team committed to assisting clients through every stage of their financial journey. This position offers opportunities to grow your career and business while helping individuals and families with their financial needs. Key benefits include: Building a strong client base through the bank’s referral system Finding new clients within the bank’s existing client base Creating client solutions without proprietary products Growing your business with LPL’s tools, technology, and support Leveraging LPL’s experience in helping financial institutions expand Capitalizing on the bank’s 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 access to thousands of investment products from leading third-party sponsors Resources and expertise to help you craft tailored client solutions The flexibility to develop solutions aligned with your clients’ goals We are dedicated to supporting your vision of success 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 at. Please note: Submitting an application does not constitute employment with LPL Financial. Employment is with Peapack Private Bank & Trust. However, in accordance with regulatory requirements, LPL Financial will hold your securities and insurance licenses. ***REQUIRED DISCLOSURE(S)*** These investment products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peapack Private Bank & Trust. Tracking # 1-05026674 Pay Range: $125,000 - $200,000. The salary depends on factors such as experience, skills, and location. The position may also include sales incentive compensation.
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