Financial Advisor - Red River Bank
Core
Financial Advisor providing investment solutions to bank clients through Red River Bank's Investment Program.
Role type
Financial Advisor (Independent Contractor)
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
Series 7, Series 66, Series 63, Series 65, Insurance licensing
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a strong client base, create client-specific investment solutions, grow business using bank referrals and LPL tools
Seniority
Mid-level, hands-on IC
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