Financial Advisor – American Federal Bank
Core
Financial Advisor providing investment solutions and managing client portfolios for bank clients.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment solutions and portfolio management
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, portfolio management, client relationship building, regulatory compliance
Preferred skills
Existing book of business, community reputation leverage
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
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