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Financial Advisor Assistant Jobs Jobs (NOW HIRING)

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Collect data, create plans using firm standard tools, and assist in presenting results. * Ensure ...

Financial Advisor - Beacon Bank

Utica, NY · On-site

$100K - $110K/yr

Bank Financial Advisor - Beacon Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment ...

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Financial Advisor Assistant Jobs information

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How much do financial advisor assistant jobs jobs pay per year?

As of Jul 13, 2026, the average yearly pay for financial advisor assistant jobs in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.
What cities are hiring for Financial Advisor Assistant Jobs jobs? Cities with the most Financial Advisor Assistant Jobs job openings:
Financial Advisor - Beacon Bank

Financial Advisor - Beacon Bank

LPL Financial

Syracuse, NY

$100K - $110K/yr

Full-time

Re-posted 11 days ago


LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

115th of 148 rated financial services


Job description

Bank

Financial Advisor - Beacon Bank

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Beacon Bank in Syracuse, NY would allow you to join the Investment Program at Beacon Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Beacon Bank 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 Beacon Bank for financial solutions. This position will offer:

  • The ability to service an existing book of business upon hire
  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • 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 our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our 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 the firm 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.

Requirements:

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

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Beacon Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Beacon Bank.

Tracking # 1-05026674


Pay Range:$100,000-$110,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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