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

Financial Advisor - Bank Five Nine

LPL Financial

Financial Advisor

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Bank Five Nine in Oconomowoc, WI would allow you to join the Investment Program at Bank Five Nine as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Bank Five Nine 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 Bank Five Nine 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 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

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

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Bank Five Nine, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

Pay Range: 40,000 - 70,000 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.

LPL Financial
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Bank Five Nine in Oconomowoc, WI vacancy
  •  ...Financial Advisor Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In this role, you'll build and deepen client relationships, grow an established... 
    Suggested

    Associated Bank

    Oconomowoc, WI
    4 days ago
  • $90k

     ...around providing the very best available banking and accounting talent. In fact, most of our...  ...is responsible for the analysis of financial statements and other relevant factors that...  ...specialized financial analysis training. Five or more years of experience as a Credit Analyst... 
    Suggested
    Work at office
    Remote work

    The Symicor Group

    Oconomowoc, WI
    2 days ago
  •  ...have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in Pewaukee, WI. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Pewaukee, WI
    3 days ago
  • $17 - $28.96 per hour

     ...At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical...  ...this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their... 
    Suggested
    Hourly pay

    Associated Banc-Corp

    Summit, WI
    1 day ago
  •  ...AnalystAngott Search Group is pleased to partner with a community bank in Wisconsin in the search for a Senior Credit Analyst.ResponsibilitiesAnalyze commercial credit opportunities, including financial statements, cash flow, and risk factors.Prepare clear, concise credit... 
    Suggested

    Park Avenue Group

    Ixonia, WI
    2 days ago
  •  ...What you will be doing: Underwrite new commercial loan requests and renewals, including the bank's most complex requests. Perform annual financial reviews of existing commercial relationships. Work collaboratively with Commercial Loan Officers and the... 
    Work experience placement

    TIUM Technology

    Ixonia, WI
    3 days ago
  • $90k

     ...around providing the very best available banking and accounting talent. In fact, most of our...  ...is responsible for the analysis of financial statements and other relevant factors that...  ...specialized financial analysis training. Five or more years of experience as a Credit Analyst... 
    Work at office
    Remote work

    Symicor Group

    Oconomowoc, WI
    more than 2 months ago
  • $15 - $19 per hour

    Financial Services Representative page is loaded## Financial Services Representativelocations...  ...of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek...  ....* Prepare and complete the daily branch bank deposit and possibly transport money (... 
    Hourly pay
    Full time
    Interim role
    Work at office
    Local area
    Shift work
    Weekend work
    Afternoon shift

    Loansbyworld

    Watertown, WI
    3 days ago
  •  ...to the lending staff by assisting in the collection of customer financial documents, building initial credit presentations and obtaining...  ...origination documentation Confirms closing statements and bank settlement statements are in balance with lender fees Any other... 
    Work at office
    Monday to Friday

    Citizens Bank of Mukwon

    Oconomowoc, WI
    1 day ago
  • $20.25 - $24.75 per hour

     ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best....  ...businesses we serve to make better and smarter financial decisions and enabling the communities we...  ...plan ~ Paid vacation (from two to five weeks depending on salary grade and tenure... 
    Temporary work

    US Bank

    Hartland, WI
    5 days ago
  • $17 - $22.96 per hour

     ...At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical...  ..., identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your... 
    Hourly pay
    Night shift

    Associated Banc-Corp

    Pewaukee, WI
    4 days ago
  •  ...excellent telephone etiquette and administrative support to JX Financial.Essential Duties and ResponsibilitiesHonor Commitment:Prepare direct...  ...Good Stewardship:Complete funding documents and submit to the bank along with required deal documents, ensuring accurate and... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work

    JX Enterprises

    Hartland, WI
    3 days ago
  • $41.71k - $65k

     ...Deadline: 08/30/2026 Address: 2700 Golf Road Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers...  ...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Koitecc Solutions

    Delafield, WI
    1 day ago
  • $98k - $132k

    Wintrust provides community and commercial banking, specialty finance and wealth management...  ...through its 16 bank charters and nine non-bank businesses. Wintrust delivers the...  ...place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois,... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wintrust Financial

    Hartland, WI
    4 days ago
  • $17 - $22.96 per hour

     ...Associated Bank - Corp in Pewaukee is seeking a Teller who will provide exceptional service and support to customers. In this position...  ...transactions accurately, identify customer needs, and promote financial solutions to help clients achieve their goals. The ideal... 
    Hourly pay

    Associated Banc-Corp

    Pewaukee, WI
    1 day ago
  •  ...North Shore Bank is about helping families thrive, businesses grow and communities flourish. We are dedicated to championing our customers...  ...service abilities. Must have demonstrated knowledge of financial concepts. Previous Teller experience preferred. OTHER SKILLS and... 
    Temporary work
    Bank staff
    Work at office
    Local area
    Day shift

    North Shore Bank partnership

    Pewaukee, WI
    3 days ago
  •  ...mindset ~ Loyal and hard-working with a team first mentality ~ Ability to expand loans, client relationships and cross sell bank products ~ Familiarity of the sales, commercial loan processing and closing processes ~ Working knowledge of the Agricultural... 
    Local area
    Flexible hours

    gpac

    Watertown, WI
    2 days ago
  •  ...Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and... 
    Afternoon shift

    Chase

    Pewaukee, WI
    2 days ago
  •  ...development mindset ~ Loyal and hard-working with a team first mentality ~ Ability to expand loans, client relationships and cross sell bank products ~ Familiarity of the sales, commercial loan processing and closing processes ~ Ability to multi-task quickly and... 
    Local area
    Flexible hours

    GPAC

    Pewaukee, WI
    2 days ago
  •  ...North Shore Bank is seeking a Branch Supervisor to coordinate the fixed activities of the branch, supervise tellers, and support sales efforts. The role supports and demonstrates customer service standards while acting in a supervisory capacity when the Branch Manager... 

    North Shore Bank partnership

    Pewaukee, WI
    3 days ago
  •  ...U.S. Bank Career Opportunity At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to... 

    U.S. Bancorp

    Hartland, WI
    5 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Work at office

    UNAVAILABLE

    Pewaukee, WI
    2 days ago
  •  ...branch team to address member and branch needs. Qualifications Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a four-time recipient of Madison Magazine's Best Places to Work, and a two-time Milwaukee Journal Sentinel's Top... 
    Part time
    H1b

    UW Credit Union

    Oconomowoc, WI
    5 days ago
  •  ...Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Pewaukee, WI
    14 days ago
  •  ...Financial Specialist Iii Milwaukee, WI Full Time JR Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Financial Specialist... 
    Full time
    Work experience placement
    Work at office
    Night shift

    University of Wisconsin-Milwaukee

    Oconomowoc, WI
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Delafield, WI
    5 days ago
  •  ...options, providing expert guidance on loan products. Pursue leads from satisfied customer referrals, real estate agents, and financial advisors. Ensure all loan applications and disclosures comply with federal and state regulations. Stay ahead of industry trends... 

    MRA - The Management Association

    Pewaukee, WI
    4 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Delafield, WI
    1 day ago
  • $16.06 - $19.27 per hour

     ...through a robust benefits offering: Health & Wellness: Medical, dental, and vision insurance to keep you and your family healthy. Financial Peace of Mind: 401(k) with company match, life insurance, and disability coverage. Time Off: Generous paid time off (PTO), paid holidays... 
    Hourly pay
    Full time

    Advia Credit Union

    Pewaukee, WI
    1 day ago
  •  ...processes loan documentation. The Loan Processing Specialist provides excellent telephone etiquette and administrative support to JX Financial. We are looking for an energetic, solutions-oriented professional who thrives in a collaborative, fast-paced environment and is... 
    Work at office
    Local area

    JX Enterprises, Inc.

    Hartland, WI
    18 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Bank Five Nine. Be the first to apply!