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LPL Financial

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 fit
Core Competencies

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Demonstrates expertise in financial advising, focusing on client solutions and investment strategies. Proficient in utilizing LPL Financial's tools and technology to support clients' financial goals and grow the advisory business.

Highest-signal resume keywords
Series 7 LicenseSeries 66 LicenseInsurance LicenseInvestment Sales ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial Solutions DevelopmentInvestment StrategyClient Base GrowthPortfolio ManagementRegulatory Compliance
Soft Skills
Client CommunicationRelationship BuildingProblem Solving
Tools & Technologies
LPL Financial ToolsOpen Architecture Platform
Certifications & Qualifications
Series 7Series 66Insurance License
Industry Keywords
Investment AdvisoryFinancial PlanningSecurities LicensingReferral System

About the role

Key responsibilities & impact
  • Join First Neighbor 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
  • Service an existing book of business upon hire
  • Build a client base through the bank’s referral system and client base
  • Develop client solutions using an open architecture platform and non-proprietary products
  • Grow the advisory business using LPL’s tools, technology, and support
  • Support clients’ financial goals across several branch territories
  • Create solutions tailored to 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
  • 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