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LPL Financial Holdings

Independent broker-dealer platform for financial advisors

Financial Consultant - Nbt Bank

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeDunmore, PA, USAIn-person

About the Job

Requirements

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

Responsibilities

  • Build a strong client base with the bank’s exceptional referral system
  • Find new clients via the bank’s client base
  • Create client solutions without proprietary products
  • Grow your business with LPL’s combination of tools, technology, and support
  • Capitalize on the bank’s reputation and community standing
  • Utilize access to proprietary technology and a suite of customized services
  • Operate on an open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Leverage resources and expertise across the firm to help you create client solutions
  • Create solutions specific to your client’s goals

About the Company

LPL Financial Holdings

Independent broker-dealer platform for financial advisors

LPL Financial runs the largest independent broker-dealer network in the United States, providing a platform of services and support to financial advisors and institutions. It helps advisors manage client wealth by offering technology, research, clearing and compliance services, and practice management programs. Advisors access a flexible, non-proprietary environment where they can tailor financial recommendations for clients, with revenue coming from fees for services, securities commissions, and asset-based fees. The company supports more than 28,000 financial advisors and oversees over a trillion dollars in advisory and brokerage assets, distinguishing itself through its breadth of back-office capabilities, scalable platform, and emphasis on independence for its advisors. Its goal is to enable independent financial advisors to grow their businesses and deliver personalized investment solutions to their clients.

Company size
10,001+
Company stage
IPO
Headquarters
San Diego, CA
Founded
1989

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