Financial Consultant - NBT Bank

LPL Financial Holdings, Inc.$60K — $300K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Series 7 and 66 (63/65) licenses required
  • Insurance license required
  • Minimum three years of investment sales experience
  • Strong interpersonal skills to build client relationships
  • Ability to work independently and within a team framework

Responsibilities

  • Build a robust client base leveraging the bank's referral system
  • Identify and attract new clients using the bank's existing clientele
  • Develop customized financial solutions without proprietary restrictions
  • Utilize LPL’s tools and resources to enhance business growth
  • Collaborate with bank and LPL resources to optimize investment strategies

Benefits

  • Access to a full suite of investment products from third-party sponsors
  • Utilization of LPL's proprietary technology and customized services
  • Support in client solution development from LPL experts
  • Opportunities to leverage the bank's strong community reputation
  • Flexible solutions tailored to individual client goals
Full Job 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 NBT Bank in Scranton, PA would allow you to join the Investment Program at NBT Bank as a Financial Consultant associated with LPL Financial. Under this model Financial Consultants are not employees of LPL Financial.

The Investment Program at NBT 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 NBT Bank for financial solutions. This position will offer:

  • The ability to build a strong client base with the bank27s exceptional referral system

  • The opportunity to find new clients via the bank27s client base

  • The opportunity to create client solutions without proprietary products

  • The ability to grow your business with LPL27s combination of tools, technology, and support

  • The benefit of LPL27s experience helping financial institutions grow and maximize their investment programs

  • The opportunity to capitalize on the bank27s 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 client27s goals

Whatever your vision of success, we27re 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 NBT 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, NBT Bank.


Pay Range:60000-300000


The salary range is dependent on a number of factors, including the applicant27s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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