Financial Advisor - Flagstar Bank
Core
Financial Advisor providing investment and insurance solutions to bank clients, leveraging LPL Financial's platform and Flagstar Bank's referral system.
Role type
Financial Advisor (Investment Program)
Builds
Client financial solutions and investment portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, community reputation
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build new client base, create client-specific financial solutions, utilize bank referral system
Seniority
Mid-level, hands-on IC
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