Financial Consultant - Camden National Bank
Core
Financial Consultant providing investment and insurance solutions to bank clients via Camden National Bank's referral system.
Role type
Independent contractor financial advisor
Builds
Client investment and insurance solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, regulatory compliance
Preferred skills
Series 7, Series 66, Insurance licensing
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a strong client base, create client-specific solutions, grow business with LPL tools and support
Seniority
Mid-level, independent contractor