Financial Advisor - First Neighbor Bank
Core
Provide comprehensive financial planning and investment solutions to bank clients across various life stages.
Role type
Independent Financial Advisor (Bank Partnership)
Builds
Client-specific investment portfolios and financial strategies
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Existing book of business, community reputation, sales incentive generation
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing client base, build new client relationships, create customized investment solutions, manage client financial goals
Seniority
Mid-level, independent contractor
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