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

Skills

Financial Advisory, Investment Sales, Client Solutions, Relationship Building, Financial Services, Insurance Licensing, Securities Licensing, Referral Systems, Technology Utilization, Community Engagement

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. Why You Should Consider LPL Financial for Advisor Jobs at Banks & Credit Unions LPL has tremendous research and technology capabilities. The investment research that LPL provides offers us a strategic capability to stay ahead of the competition. -David Casey, Delta Community Credit Union Advisor Are you looking for a financial advisor opportunity with an investment program at a bank or credit union? Does having the credibility, trusted brand, and established presence of a local institution appeal to you? We have investment programs located in banks and credit unions across the country looking for financial advisors. We'll get you in touch with an LPL recruiter who works with our partner financial institutions to help you find a great fit. Institutional credibility Existing client base Established infrastructure Access to LPL tech, tools, research, and analysis Collaborative environment Employee benefits package

Responsibilities

As a Financial Advisor, you will service an existing book of business and build a strong client base through the bank's referral system. You will create tailored financial solutions for clients at various stages of their financial life.