Financial Advisor - Queensborough National Bank & Trust
Core
Provide comprehensive financial planning and investment solutions to bank clients across all life stages.
Role type
Independent Financial Advisor (Bank Partner)
Builds
Customized client investment portfolios and financial plans
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, Series 66, Series 63, Series 65, Life/Health insurance licensing
Technologies
LPL proprietary technology platform, open architecture investment products
Responsibilities
Build and grow a client base using bank referrals and new client acquisition, create client-specific investment solutions without proprietary products, manage client relationships and financial goals
Seniority
Mid-level, independent contractor
