Financial Advisor

LPL Financial

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advising, focusing on tailored client solutions and leveraging existing client bases to drive growth. Holds necessary licenses and possesses extensive investment sales experience to effectively serve diverse client needs.

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 ToolsFinancial Solutions Development

Certifications & Qualifications

Series 7Series 66Insurance License

Industry Keywords

Financial AdvisorInvestment ProgramClient Base GrowthReferral SystemFinancial Goals

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 using the bank’s referral system and existing 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
Use LPL’s tools, technology, and support to grow the business
Develop solutions tailored to clients’ financial goals
Leverage 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

Benefits

Comp & perks

Ability to build a strong client base with the Bank’s exceptional referral system
Several branch territories with significant deposit base and current clients
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 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