LPL Financial
Overview
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Financial Advisor - Arrow Bank
role at
LPL Financial . This opportunity at Arrow Bank in Saratoga Springs, NY 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.
The Investment Program at Arrow Bank supports the local community with a complete menu of financial services. You will join a team dedicated to helping clients in every stage of their financial life. This position offers growth for your career and business while helping people and families who look to Arrow Bank for financial solutions.
Responsibilities
Service an existing book of business upon hire.
Build a strong client base through the Bank’s referral system.
Engage with several branch territories with a significant deposit base, including current clients needing an advisor to support their financial goals.
Identify new clients via the bank’s client base.
Create client solutions without proprietary products.
Grow your business with LPL’s tools, technology, and support.
Leverage LPL’s experience helping financial institutions grow and maximize investment programs.
Capitalize on the bank’s reputation and community standing.
Requirements
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Partnership and Benefits
Access to proprietary technology and a suite of customized services
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
Support from LPL to help you grow your business within Arrow Bank’s framework
Tracking code and compensation details are provided as part of the posting. The salary range is listed as $65,000 - $80,000 and is dependent on factors including skill, experience, and location. This position is eligible for sales incentive compensation.
Application Details Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Arrow Bank; however, in accordance with regulatory requirements, LPL Financial would hold your securities and insurance licenses. These investment products and services are offered through LPL or its affiliates, which are separate entities from Arrow Bank.
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Financial Advisor - Arrow Bank
role at
LPL Financial . This opportunity at Arrow Bank in Saratoga Springs, NY 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.
The Investment Program at Arrow Bank supports the local community with a complete menu of financial services. You will join a team dedicated to helping clients in every stage of their financial life. This position offers growth for your career and business while helping people and families who look to Arrow Bank for financial solutions.
Responsibilities
Service an existing book of business upon hire.
Build a strong client base through the Bank’s referral system.
Engage with several branch territories with a significant deposit base, including current clients needing an advisor to support their financial goals.
Identify new clients via the bank’s client base.
Create client solutions without proprietary products.
Grow your business with LPL’s tools, technology, and support.
Leverage LPL’s experience helping financial institutions grow and maximize investment programs.
Capitalize on the bank’s reputation and community standing.
Requirements
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Partnership and Benefits
Access to proprietary technology and a suite of customized services
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
Support from LPL to help you grow your business within Arrow Bank’s framework
Tracking code and compensation details are provided as part of the posting. The salary range is listed as $65,000 - $80,000 and is dependent on factors including skill, experience, and location. This position is eligible for sales incentive compensation.
Application Details Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Arrow Bank; however, in accordance with regulatory requirements, LPL Financial would hold your securities and insurance licenses. These investment products and services are offered through LPL or its affiliates, which are separate entities from Arrow Bank.
#J-18808-Ljbffr