Associate Financial Advisor
Core
Partner with a top advisor to help clients in every stage of their financial life using a complete menu of financial services.
Role type
Associate Financial Advisor (Independent Contractor/Business Partner)
Builds
Client financial solutions using an open architecture platform with third-party products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities licensing, Insurance licensing, Client relationship building, Financial planning, Sales, Business development
Preferred skills
Experience with financial institutions, Community reputation leverage
Technologies
LPL proprietary technology, Open architecture investment platforms
Responsibilities
Create client-specific financial solutions, Grow client base through bank referrals and member base, Partner with top advisor to access book of business, Leverage bank's community standing to attract clients
Seniority
Entry-level to Mid-level, Independent Business Owner
