Embark on a Rewarding Career Path as a Financial Consultant
Choosing a career is more than just securing an employment opportunity; it is about setting a path that will lead to real and tangible opportunities. This is the promise that LPL Financial and NBT Bank offer to prospective Financial Consultants looking to make a difference in the greater Rochester, NY market.
As a firm that is deeply committed to providing comprehensive financial services, LPL Financial has formed a strategic partnership with NBT Bank. This collaboration seeks to deliver a robust investment program aimed at serving bank clients with an all-inclusive range of financial services.
Joining the Investment Program at NBT Bank
By choosing to join the Investment Program at NBT Bank as a Financial Consultant, you will be at the forefront of supporting the local community in their financial journey. From helping them chart their financial course to guiding them through different stages of their financial life, your role will be instrumental in delivering high-quality financial solutions.
What Does the Position Offer?
As a Financial Consultant with NBT Bank, you will have the opportunity to grow both your career and business. You will support the bank’s clients who rely on NBT Bank for financial solutions. Some of the benefits this position offers are:
- The ability to build a strong client base leveraged by the bank’s exceptional referral system.
- Access to several branch territories with a significant deposit base, which includes existing clients in need of an advisor to support their financial goals.
- The opportunity to attract new clients from the bank’s existing client base.
- The flexibility to create client solutions without proprietary products.
- The potential for business growth driven by LPL’s combination of tools, technology, and support.
- The advantage of LPL’s experience in helping financial institutions grow and maximize their investment programs.
- The privilege to capitalize on the bank’s reputation and community standing.
Benefits of Associating with LPL Financial
As an advisor associated with LPL Financial, you get more than just a job; you get a supportive partner committed to ensuring your success. This partnership offers:
- Access to 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 design solutions specific to your client’s goals.
Regardless of your vision of success, LPL Financial is committed to supporting you every step of the way.
Who Should Apply?
Interested candidates should meet the following requirements:
- Hold Series 7 and 66 (or 63/65) licenses.
- Possess an Insurance license.
- Have three or more years of investment sales experience.
The salary range for this position is $55,000 – $75,000, dependent on the applicant’s skills, experience, and work location. Additionally, the role is eligible for sales incentive compensation.
By submitting an application, note that you are not applying for employment with LPL Financial. Instead, your employment will be with NBT Bank. However, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
Interested candidates are invited to apply online.
Required Disclosures:
Investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NBT Bank.
To apply for this rewarding opportunity, please click Here.
