Financial Advisor – American Federal Bank
Core
Provide comprehensive financial planning and investment solutions to bank clients across various life stages.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client-specific investment portfolios and financial strategies
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Series 7 and 66 licenses, insurance licensing, existing client base
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a strong client base using bank referrals, create client solutions without proprietary products, grow business with LPL tools and support, support clients in every stage of their financial life
Seniority
Mid-level, independent contractor
