Financial Advisor - Bank Referrals & Open Platform
LPL Financial
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in Dallas, TX would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Simmons 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 Simmons Bank for financial solutions. This position will offer: The ability to build a strong client base with the Bank’s exceptional referral system Several branch territories with a 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 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 client’s goals Requirements Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Tracking # 1-05026674 Pay Range: 45000 - 45000. 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. #J-18808-Ljbffr LPL Financial
$48k - $100k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...of Merrill coupled with the banking convenience of Bank of... ...power of the Merrill investment platform and Bank of America banking... ...clients and capitalize on referrals Deliver customized solutions...PlatformWork at officeShift workDay shift- ...Personal Banker I is a Financial Center position... ...working as a member of the platform staff while being accountable... ...experience within the bank’s risk appetite.... ...CSRs on the sales and referral process and promote customer... ...and procedures while opening and servicing the full...PlatformWork experience placementWork at office
- Job Title In House Financial Advisor - Delos Summary The In-House Financial... ...advisors and the broader bank footprint. This role focuses... ...service. Work with bank customer referrals below a certain level. Serve... ...to management. Digital Platform Enablement Develop working knowledge...Platform
- ...will provide expert financial solutions to... ...solutions through bank products and services... ...functions related to opening and closing... ...mortgage and financial advisors. Maintain a high level... ...and improved referrals. Education and/or... ...understanding of social media platforms to share brand...PlatformNight shift
- ...Make banking a Fifth Third better? We connect great people to great... ...working as a member of the platform staff. Helping customers to understand and address their financial needs, the banker will provide... ...and accountable for risk by openly exchanging ideas and opinions...PlatformWork at office
- About Beacon Pointe Advisors Beacon Pointe is one of... ...and develop strategic financial plans through our proprietary... ...-leading strategic platform of one of the largest... ...custodian retail referral programs provides an opportunity... ...broker-dealer, bank, or RIA environment Financial...Platform
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...-term vision and goals like opening an office, joining a... ..., maintaining a strong referral network, and providing a great... ...Services), a federal savings bank. NM and its subsidiaries are...Full timeContract workFor contractorsWork at office- ...clients to help them achieve their financial goals. Key responsibilities... ...client leads, making referrals to business partners based on... ...mutual funds, annuities, and banking and money managed solutions Recommends... ...there is not an immediate opening for every location listed...Temporary workImmediate startMonday to FridayShift workDay shift
- ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...of Merrill coupled with the banking convenience of Bank of... ...prospective clients, capitalizing on referrals, assessing customer needs,... ...standard KYC procedures to open account(s) as appropriate...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...to share and recommend the bank’s full scope of resources with... ...all functions related to opening and closing accounts including... ...partners, and mortgage and financial advisors. Maintain a high level of client... ...and utilize social media platforms to help share brand awareness...PlatformNight shift
$172.5k - $253k
...finance, private credit, FIG, ABS banking, warehouse lending, or credit... ...loan portfolios and strong financial modeling skills. Familiarity... ...manager, specialty finance platform, rating agency, or investment... ...basis and the role remains open until filled. Salary Pay Range...PlatformHourly payWork at officeFlexible hours- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of... ...! This position is open for the entire market... ...information and technology platforms Is confident in educating... ...Prospecting Referral Identification...PlatformWork at officeShift workWeekend workDay shift
- ...Associate, Investment Banking, Leveraged Finance Join a purpose driven winning team,... ...Investment Banking business with a growing platform in the US and Latin America, operating... ...for preparing client presentations and financial modeling. Work closely with the Analysts...PlatformWork experience placement
- ...interested in representing private equity sponsors, commercial banks, private credit funds, direct lenders, and corporate borrowers... ...in Texas Why This Opportunity Industry-leading national finance platform Exposure to sophisticated sponsor-side and lender-side transactions...PlatformWork at office
- ...telephone and refers customers to other bank services as necessary. Records transactions... ...accounts, taking orders for checks, opening and closing Christmas and vacation clubs,... ...providing special statements, copies, and referrals. Reconciles cash drawer by proving cash...Night shift
- ...about helping others establish a financial foundation and build their... ...legacy of providing unparalleled banking services. Who You Are As a Financial Advisor III , you will work with our clients... ...our Employee Assistance Program Referral bonus program + more! Since 186...
- ...the career opportunities as a Financial Counselor you want with your... ...including free counseling and referral services Time away from work... ...spending accounts, preferred banking partnerships, retirement... ...for our Financial Counselor opening. We promptly review all applications...Temporary workWork at officeMonday to FridayFlexible hours
- Position: Financial Advisor II - Dallas Market | Division: BWSI WorkDays: Monday - Friday | Hours... ...: 8:00am - 5:00pm Why Broadway Bank We are one of the largest independently... ...and Business Banking Partners to address referrals and provide solutions. Contribute to special...Monday to Friday
- Bank of America is looking for a financial advisor in Dallas, Texas, responsible for providing tailored financial solutions to clients. This role includes building financial plans, making referrals, and ensuring compliance with regulatory standards. Ideal candidates have...
$37.49k - $71.92k
...identify needs and offer financial solutions to help... ...well-being while making banking easy. UMB’s branches offer... ...loans and mortgage referrals Creating sales... ...educate customers, ask open-ended questions, and listen... ...than a company. We are advisors, consultants, problem...Local areaFlexible hoursAfternoon shift- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth... ...include triaging client leads, making referrals to business partners based on client needs and...Temporary workWork at officeMonday to FridayShift workDay shift
- Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...Description As a Financial Solutions Advisor Stage I (FSA I), your journey... ...equivalent This position is open for the entire market and the...Work at officeImmediate startMonday to FridayShift workDay shift
$20.67 per hour
...help strengthen your community's financial health? Looking for an... ...? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd... ...needs, and provide solutions. Open new accounts, onboard new relationships... ...community organizations, and referral sources. Adhere to bank...Work at office$10 per hour
...rapidly growing RIA that combines expert advisors with cutting-edge technology -... ...Farther gives experienced advisors a modern platform and genuine support structure to scale what... ...process. Prospect for new clients through referrals, community engagement, professional networks...PlatformRemote workFlexible hours- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...will use your knowledge of investments, financial planning, credit and banking to both advise... ...local team and supported by an institutional platform that has the resources, specialists and...PlatformTemporary workWork experience placementLocal area
- ...Bank Teller Openings - Looking for candidates locally The Teller role is a critical position for... ...clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient...
- ...Wealth Advisor Where Ambition Meets Innovation Build a career... ...ingredients you need at LPL Financial to shape your success while helping... ..., we offer an integrated platform of cutting-edge technology,... ...information regarding an applicant's bank or credit card. Should you...PlatformWork experience placementWork at officeImmediate startWork from home
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...triaging client leads, making referrals to business partners based on... ...but there is not an immediate opening for every location listed**...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...teller transactions and works as a member of the platform staff, helping customers understand and address their financial needs using a consultative sales and service... ...products, services, and processes offered by the bank. Work collaboratively with internal partners to...PlatformWork at office
- ...the next step? Discover a career at Fifth Third Bank. General Function The Personal Banker I position... ...transactions and works as a member of the platform staff, helping customers understand and address their financial needs and providing solutions across the customer...PlatformWork at office
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