Financial Advisor

Idaho Trust Bank in Boise, ID is seeking a Financial Advisor to service clients within an LPL Financial affiliated program, using bank and LPL resources to grow the bank’s investment program.

Responsibilities

• Ability to service an existing book of business upon joining the team
• Opportunity to build a strong client base through the bank's robust referral network
• Manage several branch territories with sizable deposit bases, including current clients needing advisory support
• Chance to attract new clients from the bank’s existing client base
• Capacity to design client solutions without reliance on proprietary products
• Potential to grow the practice using LPL’s tools, technology, and support
• Benefit from LPL's experience helping financial institutions scale investment programs
• Leverage the bank’s reputation and strong community presence
• Access to proprietary technology and a suite of customized services
• Open architecture platform with thousands of investment products from leading third-party sponsors
• Firm-wide resources and expertise to help craft client solutions
• Autonomy to create solutions tailored to each client’s goals

Requirements

• Series 7 and Series 66 licenses (or 63/65) required
• Insurance license required
• Minimum of three years in investment sales

Technologies

• LPL Financial

Benefits

• Access to proprietary technology and tailored services
• Open architecture platform with thousands of investment products from top third-party sponsors
• Firm-wide resources and expertise to help you craft client solutions
• Autonomy to design solutions aligned with each client’s goals

Application Question(s)

• Please share your expected compensation range

Work Location

• On-site in Boise, ID