Financial Advisor - 1st Source Bank at LPL Financial
South Bend, Indiana, United States -
Full Time


Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

250000.0

Posted On

27 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Advisory, Investment Sales, Client Solutions, Relationship Management, Financial Planning, Sales Incentives, Insurance Licensing, Securities Licensing, Referral Systems, Community Engagement, Technology Utilization, Client Base Development, Proprietary Products, Open Architecture Platform, Investment Products, Financial Services

Industry

Financial Services

Description
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 1st Source Bank in South Bend, IN would allow you to join the Investment Program at 1st Source Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at 1st Source Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to 1st Source Bank for financial solutions. This position will offer: The ability to service an existing book of business upon hire 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 combination of 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 As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client’s goals Whatever your vision of success, we’re with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with 1st Source Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 1st Source Bank. Tracking # 1-05026674 Pay Range:$100,000 - $250,000 The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation. LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility
Responsibilities
As a Financial Advisor, you will help clients in every stage of their financial life and grow your career by servicing an existing book of business and building a strong client base. You will create client solutions tailored to their financial goals using a variety of investment products.
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