Financial Advisor - Flagstar Bank
Core
Financial Advisor providing investment solutions to bank clients through Flagstar Bank's Investment Program.
Role type
Financial Advisor (Independent Contractor/Associate)
Builds
Client investment solutions using an open architecture platform
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Building client base, leveraging bank referral system
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Create client-specific investment solutions, manage client relationships, grow business through bank referrals and new client acquisition
Seniority
Mid-level, experienced IC