Financial Advisor

LPL Financial

. Join Beacon Bank’s Investment Program as a Financial Advisor associated with LPL Financial .

Posted 11/6/2026full-timeAlbany • New York • United StatesMid-LevelSenior💰 $100,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing tailored financial solutions and investment strategies to clients, leveraging LPL Financial's tools and technology. Proven ability to build and maintain a client base while achieving financial goals across multiple territories.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInsurance LicenseInvestment Sales ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Tools & Technologies

LPL Financial ToolsOpen Architecture Platform

Certifications & Qualifications

Series 7Series 66Insurance License

Industry Keywords

Financial AdvisorInvestment SolutionsClient Base GrowthFinancial GoalsReferral System

About the role

Key responsibilities & impact

Join Beacon Bank’s Investment Program as a Financial Advisor associated with LPL Financial
Help clients and families with financial solutions throughout every stage of their financial lives
Build and grow a client base through Beacon Bank’s referral system and existing client base
Develop client solutions using an open architecture platform without proprietary products
Support clients’ financial goals across several branch territories
Grow the advisory business using LPL’s tools, technology, and support
Create solutions tailored to individual client goals

Requirements

What you’ll need

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

Benefits

Comp & perks

Ability to build a strong client base with the Bank’s exceptional referral system
Several branch territories with significant deposit base, including current clients who need an advisor
Opportunity to find new clients via the bank’s client base
Opportunity to create client solutions without proprietary products
Ability to grow your business with LPL’s tools, technology, and support
LPL’s experience helping financial institutions grow and maximize investment programs
Opportunity to capitalize on the bank’s reputation and community standing
Access to proprietary technology and customized services
Open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help create client solutions
Freedom to create solutions specific to clients’ goals
Sales incentive compensation eligibility