Financial Advisor - First Neighbor Bank
Based in United States
Core
Provide comprehensive financial planning and investment solutions to bank clients, leveraging an open architecture platform with third-party products.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client investment portfolios and financial plans
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, sales
Preferred skills
Existing book of business, community reputation
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing book of business, build new client base, create client-specific investment solutions, utilize bank referral system
Seniority
Mid-level, independent contractor