Financial Consultant - NBT Bank
Core
Independent financial advisor providing investment solutions to bank clients through NBT Bank's referral system.
Role type
Independent Financial Consultant (Investment Advisor)
Builds
Client-specific investment portfolios using open architecture products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, portfolio construction, regulatory compliance
Preferred skills
Community banking experience, referral network development
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a strong client base using the bank's referral system, create client solutions without proprietary products, grow business with LPL tools and support
Seniority
Mid-level, independent contractor
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