Financial Advisor
Job Description
Overview
In partnership with LPL Financial, Idaho Trust Bank delivers a broad range of financial services to its clients. This role in Boise, Idaho enables you to join the Bank’s Investment Program as a Financial Advisor affiliated with LPL Financial. Advisors in this model are not employees of LPL Financial. The Investment Program supports the local community with a complete suite of financial solutions. You will join a team committed to guiding clients through every stage of their financial life. This position offers opportunities to grow your career while helping individuals and families who rely on Idaho Trust Bank for financial solutions.
What you will do
You will have the opportunity to serve an existing book of business upon hire and to develop a strong client base with the Bank’s robust referral network. The role covers several branch territories with substantial deposit bases, including current clients who seek advisor support for their financial goals. You will also pursue new clients from the Bank’s client base and craft client solutions without relying on proprietary products. With LPL’s tools, technology, and support, you can expand your practice and scale your business. You will benefit from LPL’s experience helping financial institutions grow and maximize their investment programs and can leverage the Bank’s reputation and community standing. As an advisor associated with LPL Financial, you will receive resources and support designed to help you care for your clients. Your partnership includes:
- Access to proprietary technology and a suite of customized services
- An open architecture platform offering thousands of investment products from leading third-party sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to tailor solutions to your clients' goals
- Guidance to help you achieve your personal definition of success
Support and Resources
Regardless of your vision of success, the team stands with you every step of the way.
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Details
- Job Type: Full-time
- Work Location: In person
- Location: Boise, ID 83702
Application Question(s)
What is your desired pay range?