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Financial Advisor - Central Bank at LPL Financial - ApplyBlast

Financial Advisor - Central Bank

LPL Financial

4 months ago

3.5 on Glassdoor

Tulsa, OK

Hybrid

Full Time

Senior

0 applicants

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About this role

A Financial Advisor at Central Bank works independently under the LPL Financial Investment Program to provide comprehensive financial solutions to bank clients. This role leverages the bank's referral system to service an existing book of business while building a new client base in designated territories. Advisors utilize LPL's open architecture platform and proprietary technologies to create tailored investment strategies without proprietary product limitations.

Responsibilities

Service an existing book of business upon hire
Build a strong client base through bank referrals
Create client-specific investment solutions using open architecture
Grow business utilizing LPL tools and technology
Support clients in achieving financial goals across life stages

Skills

Qualifications

Series 7 LicenseSeries 66 (or 63/65) LicenseInsurance License

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.