Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor - Grow Your Client Base & Solutions

$60k - $90k

LPL Financial

Financial Advisor - Spokane Teacher Credit Union Your career path should lead to real opportunity. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Spokane Teacher Credit Union in Port Falls, ID would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Spokane Teacher Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members 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 Spokane Teacher Credit Union 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 credit union’s exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union’s member 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 credit union’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 Whatever your vision of success, we’re with you every step of the way. Requirements Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Compensation Pay Range: $60,000 – $90,000. 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. Tracking # 1-05026674 #J-18808-Ljbffr LPL Financial

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Grow Your Client Base & Solutions in New York, NY vacancy
  • A leading financial services firm in New York, NY is seeking innovative Financial Advisors to join their team. This role involves...  ...investment-oriented clients while developing lasting relationships based on trust and value....  ...tools and support to grow successfully. A... 
    Suggested

    National Financial Network

    New York, NY
    16 hours ago
  • $100k

     ...world specializing in goals-based wealth management,...  ...advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients...  ...strategiesUnderstands client solutions that are best suited for...  ...! Build connections to grow your network and business... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Day shift

    Bank of America

    New York, NY
    4 days ago
  •  ...America in New York is seeking a Client Advisor to help clients plan financial futures by building brokerage plans...  ..., mutual funds, and other banking solutions. You will identify client needs, make...  ...specialists to manage risk and grow client relationships. The role demands... 
    Suggested

    Bank of America

    New York, NY
    2 days ago
  •  ...common purpose to help make financial lives better through...  ...and delivering for our clients, teammates, communities...  ...level of flexibility based on role-specific responsibilities...  ...to learn, grow, and make an impact. Join...  ...advice and customized solutions to clients to help them... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  •  ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River...  ...and how we deliver for our clients, teammates, communities and...  ...specific requirements for office-based attendance and which allows...  ...opportunities to learn, grow, and make an impact. Join... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Absecon, NJ
    1 day ago
  • $28.85 - $33.65 per hour

     ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...level of flexibility based on role-specific responsibilities...  ...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Rotating shift
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • $28.85 - $33.65 per hour

     ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...level of flexibility based on role-specific responsibilities...  ...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Rotating shift
    Day shift

    Bank of America

    New York, NY
    12 hours ago
  • $65k - $80k

     ...Bank Of America Financial Advisor At Bank of America, we are...  ...we deliver for our clients, teammates, communities...  ...requirements for office-based attendance and which...  ...opportunities to learn, grow, and make an impact....  ...advice and customized solutions to clients to help them... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Absecon, NJ
    16 hours ago
  • $100k

     ...world specializing in goals-based wealth management,...  ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue...  ...strategies Understands client solutions that are best suited for...  ...opportunities to learn, grow and make an impact, along... 
    Hourly pay
    Work at office
    Shift work
    Day shift

    Bank of America

    New York, NY
    4 days ago
  •  ...common purpose to help make financial lives better through...  ...and delivering for our clients, teammates, communities...  ...level of flexibility based on role-specific responsibilities...  ...to learn, grow, and make an impact. Join...  ...advice and customized solutions to clients to help them... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    New York, NY
    2 days ago
  • A leading financial services firm seeks a Financial Advisor in New York to help clients shape their financial futures. This entry-level role offers robust training and mentorship while providing a competitive base salary plus uncapped bonuses. Candidates should have a strong... 

    Ameriprise Financial Services, LLC

    New York, NY
    3 days ago
  • Bank of America in New York seeks a client-focused Financial Advisor to help clients reach their financial goals with tailored investment, banking and mortgage solutions. You will triage leads, refer to partners, and meet with clients to review goals and progress. Success... 

    Bank of America

    New York, NY
    3 days ago
  • Strategies for Wealth is seeking an entry-level financial advisor eager to learn the financial services business and help clients reach monetary goals. You will gather...  ...role emphasizes learning, training, and growing a client base while building lasting relationships. #J... 

    Strategies for Wealth

    New York, NY
    2 days ago
  • $80k - $100k

    A leading financial services company in New York is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building clientele...  ...sales background. This position offers a base pay range of $80,000 to $100,000 annually, plus... 

    Northwestern Mutual

    New York, NY
    2 days ago
  • F.N.B. Corporation seeks an Associate Financial Advisor in Uniontown, PA. The role focuses on prospecting, scheduling client meetings, and supporting marketing initiatives to grow the territory's revenue. Responsibilities include assisting in client accounts, handling routine... 

    fnbcorp

    New York, NY
    6 hours ago
  • KeyCorp’s Private Client Banker role in Latham, NY focuses on the entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, assessing needs and documenting data... 

    KeyCorp

    New York, NY
    3 days ago
  • Bank of America in New York City seeks a client-focused teller to engage clients in the...  ...needs to connect them with suitable financial solutions. The position requires bilingual Spanish...  ...weekends and extended hours as needed. Office-based role in a bank branch in New York. #J-... 
    Work at office

    Bank of America

    New York, NY
    16 hours ago
  • Our client is a prominent, well-respected NYC based Alternative Asset Manager currently seeking to add an Investor...  ...Relations Associate to their growing Client Solutions Team. This individual will be...  ...Investor Relations/or similar within Financial Services/Private Equity... 
    Work at office

    Coda Search│Staffing

    New York, NY
    1 day ago
  • Bank of America is seeking a Financial Services Advisor in Brooklyn, NY, to provide comprehensive advice and customized solutions helping clients meet financial goals. The role includes reviewing goals, recommending products, and completing required licenses and training... 

    Bank of America

    New York, NY
    16 hours ago
  • $65k - $80k

     ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • Credit Solutions Advisor - One Penn Plaza Financial Center Join to apply for the Credit Solutions...  ...and delivering for our clients, teammates, communities and...  ...requirements for office‑based attendance and allows for...  ...opportunities to learn, grow, and make an impact. Join... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • $181.73k - $213.8k

     ...better and smarter financial decisions and...  ...communities we support to grow and succeed. We...  ...for the Asset Based Finance (ABF) team...  ...portfolio of very active clients, which includes...  ...as a trusted advisor and escalation point...  ...structures and develop solutions that balance... 
    Full time
    Local area
    3 days per week

    US Bank

    New York, NY
    16 hours ago
  • $120k - $160k

     ...strategic, operational, and financial advice to private...  ...the challenges clients face, making us well equipped...  ...Strategic Performance Solutions (SPS) Retail...  ...path within a rapidly growing practice Collaborative...  ...client sites as needed based on project requirements... 
    Work at office
    Local area

    BRG

    New York, NY
    1 day ago
  •  ...an ambitious MFSA to work with affluent clients, identify needs, develop relationships, review...  .... You will use available technology to grow a sustainable book of business and...  ...a clear path to becoming an independent advisor. #J-18808-Ljbffr National Black MBA Association

    National Black MBA Association

    New York, NY
    2 days ago
  • Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals...  ...capabilities and investment solutions to grow our client base and deepen relationships through... 

    LE010 Manning & Napier Advisors, LLC

    New York, NY
    3 days ago
  • $78.5k - $163k

     ...Senior Consultant, Financial Reporting &...  ...**We focus on our clients’ strategic, operational...  ...subpractice in Real Estate Solutions offering has a...  ...funds, pension advisors and owners/...  ...demonstrate the ability to grow their technical...  ...and diverse client base will help with... 
    Full time
    Work experience placement
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Andersch Ag

    New York, NY
    2 days ago
  • A leading financial services firm is seeking a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions. You will build strong client relationships and deliver personalized service, while demonstrating a thorough understanding... 

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  •  ...teams to build meaningful relationships with high-value clients. You will provide solutions across banking, investments and insurance based on client objectives and risk tolerance. You’ll deepen relationships, grow the portfolio, and expand wallet share by leveraging... 

    HSBC

    New York, NY
    2 days ago
  • J.P. Morgan in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build...  ...relationships and offer personalized investment solutions. The ideal candidate should have at least 2 years of... 

    J.P. Morgan

    New York, NY
    16 hours ago
  • $136k - $170k

     ...Capital Markets/Financing Solutions We are seeking an...  ...SCB Financing Solutions’ clients across the U.S. and Latin...  ...include corporates, financial institutions and sovereigns...  ...new opportunities to grow and do better than before...  ...working options based around home and office... 
    Work at office
    Work from home
    Flexible hours

    Standard Chartered

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Grow Your Client Base & Solutions. Be the first to apply!