Financial Advisor – Cornerstone Bank MA

LPL Financial and Cornerstone Bank MA: A Collaborative Path to Financial Advisory Success

Regardless of where you are on your career path, finding real opportunities is key. For those in the financial advisory sector, an enticing opportunity is now available at Cornerstone Bank MA in Athol, MA. This opening is a result of a strategic partnership between Cornerstone Bank MA and LPL Financial, a leading provider of an integrated platform of proprietary technology, brokerage, and investment advisory services.

Under this business model, the financial advisors are associated with LPL Financial but are not its employees. This unique setup offers an array of benefits that are designed to foster growth, innovation, and client satisfaction.

The Investment Program at Cornerstone Bank MA

Cornerstone Bank MA is known for its commitment to the local community and offers a comprehensive suite of financial services. As a Financial Advisor in the Investment Program, you will be part of a team that seeks to meet clients’ financial needs at every life stage. This role is not only rewarding but also offers immense growth potential.

As a Financial Advisor, you will have access to several resources and opportunities, including:

• The ability to build a strong client base through the Bank’s exceptional referral system.
• Access to several branch territories with significant deposit base, providing you with an already established clientele.
• Opportunities to find and onboard new clients via the bank’s vast client base.
• The freedom to create client solutions without being restricted to proprietary products.
• A platform to grow your business leveraging LPL’s suite of tools, technology, and support.
• The advantage of LPL’s experience in helping financial institutions grow and maximize their investment programs.
• The opportunity to leverage the bank’s reputation and standing in the community to further your business.

The Benefits of Being Associated with LPL Financial

As an advisor associated with LPL Financial, you will have the advantage of a partnership that is designed to ensure your success. The partnership includes:

• 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 innovative client solutions.
• The freedom to tailor solutions specific to your client’s goals.

Whether you are just starting or well into your financial advisory career, LPL Financial and Cornerstone Bank MA have got your back every step of the way.

Requirements and Application Process

To be considered for this role, candidates must meet the following requirements:

• Series 7 and 66 (63/65) required
• Insurance license required
• A minimum of three years of investment sales experience

To apply for this position, please visit the online application portal Here. Please note that while employment is with Cornerstone Bank MA, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

Compensation

The pay range for this position lies between $40,000 and $100,000, subject to the applicant’s skills, experience, and work location. There is also an opportunity to earn sales incentive compensation.

By joining the collaborative efforts of LPL Financial and Cornerstone Bank MA, you are not just embracing a job; you’re stepping into a world of opportunities. So, if you are a seasoned financial advisor looking to take your career to the next level, this might be the opportunity you’ve been waiting for.