Financial Advisor

LPL Financial

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

Posted 11/6/2026full-timeHartford • Connecticut • United StatesMid-LevelSenior💰 $100,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advising, investment sales, and client relationship management, leveraging LPL Financial's tools and technology to provide tailored financial solutions. Holds necessary licenses and has a proven track record of building a strong client base through referrals and community engagement.

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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Hard Skills

Financial AdvisingInvestment SolutionsClient Base DevelopmentAdvisory Business GrowthRegulatory Compliance

Soft Skills

CommunicationInterpersonal SkillsClient Service Orientation

Tools & Technologies

LPL Financial ToolsFinancial Planning Software

Certifications & Qualifications

Series 7Series 66Insurance License

Industry Keywords

Investment SalesFinancial SolutionsClient ReferralsCommunity Engagement

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 at every stage of their financial life
Build and grow a strong client base through the bank’s referral system and client base
Serve clients across several branch territories with significant deposit bases
Find new clients through the bank’s client base
Create client solutions without proprietary products
Grow the advisory business using LPL’s tools, technology, and support
Capitalize on Beacon Bank’s reputation and community standing

Requirements

What you’ll need

Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Employment is with Beacon Bank; LPL Financial would hold the securities/insurance licenses in accordance with regulatory requirements

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 their investment programs
Opportunity to capitalize on the bank’s reputation and community standing
Access to proprietary technology and a suite of 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 client goals
Sales incentive compensation eligibility