Financial Advisor - Simmons Bank
Core
Financial Advisor providing investment and insurance solutions to bank clients, leveraging the bank's referral system and open architecture platform.
Role type
Financial Advisor (Investment Program)
Builds
Client financial solutions using third-party investment products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Building a client base, creating tailored client solutions
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Support clients in every stage of their financial life, find new clients via the bank's client base, create client solutions without proprietary products, build a strong client base
Seniority
Mid-level, hands-on IC
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