Financial Advisor – Cornerstone Bank MA

Financial Advisor – Cornerstone Bank MA

Cornerstone Bank MA in Athol, MA partners with LPL Financial to offer a full suite of financial services to our clients. In this role you will join the Investment Program as a Financial Advisor associated with LPL Financial. Advisors under this model are not employees of LPL Financial.

As part of the Investment Program you will support clients at every stage of their financial life, helping them build and grow their financial future.

• The ability to build a strong client base through the Bank’s exceptional referral system.
• Access to several branch territories with a significant deposit base, including existing clients who need advisor support for their financial goals.
• The opportunity to find new clients through the bank’s client base.
• The freedom to create client solutions without proprietary products.
• Growth of your business with LPL’s tools, technology and support.
• The advantage of LPL’s experience helping financial institutions expand their programs.
• The ability to capitalize on the bank’s reputation and community standing.

• Access to proprietary technology and a suite of customized services.
• An open-architecture platform with thousands of investment products from leading sponsors.
• Resources and expertise across the firm to help create client solutions.
• Freedom to craft solutions tailored to each client’s goals.

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

Salary Range: $65,000 – $95,000

Additional compensation is available through sales incentive programs.