Financial Advisor - Bank Referrals & Open Platform
LPL Financial LLC
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 partners with banks to offer a complete menu of financial services... ...Bank as a Financial Advisor associated with LPL Financial... ...the Bank’s exceptional referral system Several branch... ...customized services An open architecture platform with access to thousands...PlatformLocal area
- ...Financial Advisor Your career path should lead to real opportunity... ...LPL Financial partners with banks to offer a complete menu... ...with the Bank's exceptional referral system Several branch... ...customized services An open architecture platform with access to thousands of...PlatformLocal area
- ...Job Title In House Financial Advisor - Delos Job... ...advisors and the broader bank footprint. This role focuses... ...with bank customer referrals below a certain level... ...appropriately Digital Platform Enablement Develop... ...or respond to a job opening because of a disability...Platform
$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$70k - $120k
...spirit of shared purpose. As a Financial Advisor Transition Consultant, you... ...travel 75% of the time. We are open to candidates in any of our... ...with integration of the new AOS platform into the onboarding process... ...largest and most successful banks in the world. Maintaining a workplace...PlatformFull timeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...‑term vision and goals like opening an office, joining a sophisticated... ..., maintaining a strong referral network, and providing a great... ...), a federal savings bank. NM and its subsidiaries are...Full timeContract workFor contractorsWork 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...Platform
- ...Personal Banker I Make banking a Fifth Third better We connect... ...as 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
- ...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
$260k - $400k
...private equity sponsors, commercial banks, private credit funds, direct... ...-leading national finance platform • Exposure to sophisticated... ...with private equity sponsors, financial institutions, and private credit... ...of background. If you're open to a confidential conversation...PlatformWork at office- ...and working as a member of the platform staff. The banker helps... ...understand and address their financial needs, providing solutions that... ...exchanges ideas and opinions openly, elevates concerns, and follows... ...experience and operates within the bank’s risk appetite to identify,...PlatformWork at office
- ...families, you will focus on financial plans that are constantly evolving... ...plan that includes: Savings/banking Investments/wealth management... ...grow a successful Financial Advisor career. Sponsorship: First... ...of the paid trainee program opens the door to becoming an independent...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...about helping others establish a financial foundation and build their dreams... ...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 1868,...
- ...families, you will focus on financial plans that are constantly evolving... ...plan that includes: Savings/banking Investments/wealth management... ...grow a successful Financial Advisor career. Sponsorship: First... ...of the paid trainee program opens the door to becoming an independent...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...: It’s about helping others establish a financial foundation and build their dreams. Are you... ...0‑year legacy of providing unparalleled banking services. Responsibilities Build strong... ...our Employee Assistance Program Referral bonus program Frost is an Equal Opportunity...
$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$96 - $144 per hour
...Citi, a leading global bank with approximately 200 million customer... ..., provides a broad range of financial products and services to consumers... ..., including e-commerce platforms, social media, and app stores,... ...experience. Familiarity with OSINT (Open Source Intelligence)...PlatformFull timeWork experience placement- ...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
- ...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
- ...Coaching COI Partners Marketing Platform Benefits/Perks Advanced... ...Support: Strategic partnerships and referral network of 150+ professionals. Independence... ...the U.S. Job Summary Proxy Financial helps advisors deliver comprehensive, personalized wealth...PlatformRemote work
- ...At Dallas Capital Bank, we are proud to bring a world-class banking... .... We're looking for a financial services associate who wants... ...experience and focus on account opening and servicing during non-peak... ..., cold calls, email, and referrals. Handle opening and closing...Work experience placementMonday to FridayFlexible hours
- ...ingredients you need at LPL Financial to shape your success while helping... ...Representative of the Wealth Advisors Group is a group of corporate... ..., 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. 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
- 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...
$110.4k - $140.76k
...of work-related experience in financial management and/or consulting... ...Benchmarking Knowledge of banking operations and related regulatory... ...― and Grant Thornton Advisors LLC (not a licensed CPA firm)... ...multinational, multidisciplinary platform with Grant Thornton Ireland....PlatformInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...details? At First United Bank we are dedicated to building... ...winning culture where faith, financial well-being, personal development... ...needs including making referrals to other staff members and departments... ...needs are met. ~ Opens new accounts, certificates of...Temporary workShift work
$260k - $420k
...substantive finance experience , with a strong background advising bank and non-bank financial institutions in syndicated and club financings ,... ...within a collaborative, market-leading finance platform. The firm is an equal opportunity employer and encourages...PlatformWork at office- ...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...
- ...interested in representing private equity sponsors, commercial banks, private credit funds, direct lenders, and corporate borrowers... ...Texas Why This Opportunity Industry-leading national finance platform Exposure to sophisticated sponsor-side and lender-side transactions...PlatformWork at office
- ...Relationship Banker I/II/III - Dallas Financial Center The Relationship... ...delivering an exceptional banking experience that results in... ...transactions processing, account opening, servicing, and loan... ...directly or through appropriate referrals. Engage customers through...Work experience placement
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