Financial Advisor - Bank Five Nine
Core
Provide comprehensive financial planning and investment solutions to bank clients across various life stages.
Role type
Independent Financial Advisor (Bank Partner)
Builds
Client-specific investment portfolios and financial plans
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
None stated
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a client base using bank referrals, create client solutions without proprietary products, support clients in every stage of their financial life
Seniority
Mid-level, independent contractor
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