Financial Advisor - Cornerstone Bank
Core
Financial Advisor providing investment solutions to bank clients through a partnership model with LPL Financial.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial solutions
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, portfolio management, client relationship building, regulatory compliance
Preferred skills
None stated
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Support clients in every stage of their financial life, create client-specific investment solutions, build a strong client base using bank referrals, find new clients via the bank's client base
Seniority
Mid-level, hands-on IC
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