Financial Advisor - Red River Bank
Core
Independent Financial Advisor providing investment and insurance solutions to bank clients via Red River Bank's referral system.
Role type
Independent Financial Advisor (IC)
Builds
Client investment and insurance solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Local community knowledge, business development
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a strong client base using bank referrals, create client-specific investment solutions, grow business with LPL tools and support
Seniority
Mid-level, independent contractor