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Financial Advisor
LPL Financial. Join First Neighbor Bank’s Investment Program as a Financial Advisor associated with LPL Financial .
Posted 9/18/2026full-timeCasey • Illinois • United StatesMid-LevelSenior💰 $45,000 - $100,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advising, investment sales, and client relationship management, with a strong focus on utilizing LPL Financial's tools and technology to deliver tailored financial solutions. Holds necessary licenses and certifications to ensure compliance and effective service delivery.
Highest-signal resume keywords
Series 7 LicenseSeries 66 LicenseInsurance LicenseInvestment Sales ExperienceClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial AdvisingInvestment SolutionsClient Solutions DevelopmentSales StrategyRegulatory Compliance
Soft Skills
Client ServiceCommunicationRelationship Building
Tools & Technologies
LPL Financial ToolsFinancial Planning Software
Certifications & Qualifications
Series 7Series 66Insurance License
Industry Keywords
Investment ProgramFinancial SolutionsReferral SystemAdvisory BusinessCommunity Reputation
About the role
Key responsibilities & impact- Join First Neighbor Bank’s Investment Program as a Financial Advisor associated with LPL Financial
- Service an existing book of business upon hire
- Build a strong client base through the Bank’s referral system
- Support clients and families with financial solutions throughout every stage of their financial life
- Create client solutions without proprietary products
- Grow the advisory business using LPL’s tools, technology, and support
- Find new clients through the bank’s client base
- Help maximize the bank’s investment program and capitalize on its community reputation
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 First Neighbor Bank; LPL Financial would hold securities/insurance licenses in accordance with regulatory requirements
Benefits
Comp & perks- Ability to service an existing book of business upon hire
- 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 combination of 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