6 Financial Advisor - CBI Bank and Trust Jobs in Muscatine, IA
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Financial Advisor - CBI Bank and Trust
$57k-84k (estimate)
Full Time | Business Services
3 Weeks Ago
LPL Financial is Hiring a Financial Advisor - CBI Bank and Trust Near Muscatine, IA
Financial Advisor – CBI Bank and Trust
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 CBI Bank and Trust in Muscatine, IA would allow you to join the Investment Program at CBI Bank and Trust as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at CBI Bank and Trust 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 CBI Bank and Trust for financial solutions. This position will offer:
Requirements:
Tracking # 1-05026674
Pay Range:75000 - 125000
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.
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 CBI Bank and Trust in Muscatine, IA would allow you to join the Investment Program at CBI Bank and Trust as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at CBI Bank and Trust 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 CBI Bank and Trust 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
- 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
Requirements:
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
- REQUIRED DISCLOSURE(S)
Tracking # 1-05026674
Pay Range:75000 - 125000
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.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Business Services
SALARY
$57k-84k (estimate)
POST DATE
05/19/2024
EXPIRATION DATE
06/15/2024
WEBSITE
lplsunnyvale.com
HEADQUARTERS
SAN DIEGO, CA
SIZE
500 - 1,000
FOUNDED
1989
CEO
DAN ARNOLD
REVENUE
$200M - $500M
INDUSTRY
Business Services
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