Investment Advisor

Investments · Westfield, Indiana
Department Investments
Employment Type Full-Time
Minimum Experience Experienced

Investment Advisor 


Your career path should lead to real opportunity!


Community First Bank of Indiana in partnership with Bankers Financial Services Network (OSJ) and LPL Financial work to offer a complete menu of financial services to bank clients.  This employment opportunity would allow you to join Community First Investment Group at Community First Bank of Indiana as a Financial Advisor associated with Bankers Financial Services Network (OSJ) and registered through LPL Financial.   


Community First Investment Group at Community First Bank of Indiana supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. 


This exciting position will allow you to grow your career and business, helping the people and families that look to Community First Bank of Indiana for financial solutions. This position will offer: 

  •  The ability to build a strong client base with the Bank’s referral system
    •    Several branch locations with significant deposit base (Hamilton County, IN – Westfield/Noblesville/Meridian N.)
  •  The opportunity to find new clients via the bank’s client base
    •    The opportunity to create client solutions without proprietary products
    •    The ability to grow your business with LPL’s combination of tools, technology, and support
    •    The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
    •    The opportunity to capitalize on the bank’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from LPL’s commitment to take care of you so you can take care of your clients. Your partnership includes:

  •  Access to LPL’s proprietary technology and a suite of customized services
    •    An open architecture platform with access to thousands of investment products from leading third-party product sponsors
    •    Resources and expertise across LPL to help you create client solutions
    •    The freedom to create solutions specific to your client’s goals 


Whatever your vision of success, we’re with you every step of the way. 
This is a unique W2 employment opportunity offered through LPL Financial; Community First Bank of Indiana in coordination with Bankers Wealth Management.  


Requirements:
•    Series 7 and 66 (63/65) required 
•    Insurance license required 
•    Three or more years of investment sales experience  


Benefits:

  • Health, Dental, Vision Insurance
  • Bank Paid Life Insurance
  • Paid Short-Term & Long-Term Disability
  • Generous Matching 401(k) Retirement Plan
  • 3 weeks of Paid Time Off (immediate accrual)
  • Access to Earned Wages
  • Wellness Program
  • Competitive Salary
  • Tuition Reimbursement
  • Paid Holidays and 3 Float days
  • Maternity/Paternity paid leave
  • Annual bonus eligibility
  • Community Service Projects


These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Bank of Indiana. LPL Financial would hold your securities/insurance licenses.


CFB provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

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  • Location
    Westfield, Indiana
  • Department
    Investments
  • Employment Type
    Full-Time
  • Minimum Experience
    Experienced