Financial Advisor - Central Bank
Core
Financial Advisor providing investment solutions and financial services to bank clients.
Role type
Financial Advisor (Investment Program)
Builds
Client investment portfolios and financial solutions
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 leverage
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing book of business, build client base via bank referrals, create client-specific investment solutions, support clients through various financial life stages
Seniority
Mid-level, hands-on IC
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