Associate Financial Advisor - First State Bank
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 (non-employee partner)
Builds
Client financial solutions without proprietary products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities licensing, Insurance licensing, Client relationship building, Solution design
Preferred skills
Building a client base, New client acquisition, Business growth
Technologies
LPL proprietary technology, Open architecture platform
Responsibilities
Partner with a top advisor, Create client solutions, Grow business with LPL tools and support, Capitalize on credit union reputation
Seniority
Entry-level to Mid-level, Independent contractor/partner track