Financial Advisor – Cornerstone Bank MA

Financial Advisor – Cornerstone Bank MA

Join LPL Financial as an independent Financial Advisor for Cornerstone Bank MA in Athol, MA. You will be part of our Investment Program, not an employee of LPL Financial.

This role offers:

• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with a significant deposit base, including 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 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 sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

• 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 Cornerstone Bank MA; LPL Financial will hold your securities/insurance licenses per regulatory requirements.

Pay Range: $40,000 – $100,000. Salary depends on skill, experience, and location. Eligible for sales incentive compensation.

Mid‑Senior level

Full‑time

Finance and Sales

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