Financial Advisor

Idaho Trust Bank in Boise, ID, affiliated with LPL Financial, seeks a Financial Advisor to service an established book, expand the client base, and deliver tailored solutions using bank referrals and LPL tools.

Responsibilities

• Service an existing book of business upon joining
• Build a strong client base leveraging the bank's robust referral network
• Engage multiple branch territories with a sizable deposit base, including current clients needing advisory support
• Grow the client roster by tapping into the bank’s client base
• Develop client solutions without relying on proprietary products
• Expand your business with LPL’s toolkit, technology, and support
• Leverage LPL’s experience assisting financial institutions in growing and maximizing investment programs
• Capitalize on the bank’s reputation and community standing

Requirements

• Series 7 and 66 (63/65) licenses required
• Insurance license required
• Three or more years of investment sales experience

Benefits

• Access to proprietary technology and a suite of customized services
• Open architecture platform with access to thousands of investment products from leading third-party sponsors
• Firm-wide resources and expertise to help you craft client solutions
• Freedom to tailor solutions to your client’s goals

Application Question

• What is your desired pay range?