Financial Advisor - Cornerstone Bank
Core
Financial Advisor providing investment and insurance solutions to bank clients, building a client base and creating tailored financial plans.
Role type
Independent Financial Advisor (Bank Partner)
Builds
Client investment portfolios and insurance solutions
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, product selection
Preferred skills
Local community knowledge, business development
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a strong client base, create client-specific investment solutions, support clients in every stage of their financial life, grow business with bank referrals
Seniority
Mid-level, independent contractor