Financial Advisor - Flagstar Bank
Core
Financial Advisor providing investment solutions to bank clients through Flagstar Bank's Investment Program.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment solutions and financial plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
building client base, leveraging bank referral systems, open architecture product selection
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Create client-specific investment solutions, manage client relationships, grow client base through bank referrals and new acquisition, utilize bank's deposit base for client support
Seniority
Mid-level, hands-on IC
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