Financial Advisor – American Federal Bank
Core
Financial Advisor providing investment solutions to bank clients and building a client base through the bank's referral system.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment solutions and a personal book of business
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, strong referral network
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build new client base, create client-specific investment solutions, support clients through various financial life stages
Seniority
Mid-level, hands-on IC