LPL Financial is hiring: Financial Advisor – Bank Five Nine in Oconomowoc

Overview

Financial Advisor – Bank Five Nine role at LPL Financial in partnership with Bank Five Nine, located in Oconomowoc, WI. Under this model, Financial Advisors are not employees of LPL Financial.

Responsibilities

This exciting position will allow you to grow your career and business, helping the people and families that look to Bank Five Nine for financial solutions. The Investment Program at Bank Five Nine supports the local community with a full menu of financial services. You will join a team dedicated to helping clients in every stage of their financial life. This position will offer:

• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

Why you’ll benefit

• Access to proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party sponsors
• Resources and expertise across the firm to help you create client solutions
• Freedom to create solutions specific to your client’s goals

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Apply and disclosures

By submitting an application, you are not applying for employment with LPL Financial. Employment is with Bank Five Nine; however, per regulatory requirements, LPL Financial would hold your securities/insurance licenses. This opportunity includes required disclosures and is offered through LPL or its affiliates, which are separate entities from Bank Five Nine.

Pay Range: $45,000 - $75,000. The salary range is dependent on factors including skill, experience, and work location. This position is eligible to earn sales incentive compensation.