Financial Advisor – American Federal Bank
Core
Financial Advisor providing investment solutions to bank clients through a partnership model.
Role type
Financial Advisor (Investment Program)
Builds
Client investment solutions using an open architecture platform
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Series 7, Series 66 (63/65), Insurance license
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a strong client base, support clients in every stage of their financial life, find new clients via the bank's client base, create client solutions without proprietary products
Seniority
Mid-level, hands-on IC