Financial Advisor - Seacoast Bank
Based in United States
Core
Financial Advisor providing investment and insurance solutions to bank clients via Seacoast Bank's referral system.
Role type
Independent contractor Financial Advisor (Investment & Insurance)
Builds
Client investment portfolios and insurance plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, Insurance licensing, Client relationship management, Financial planning, Regulatory compliance
Preferred skills
Building a client base, Creating open-architecture solutions
Technologies
LPL proprietary technology, Open architecture platform
Responsibilities
Support clients in every stage of their financial life, Create client solutions without proprietary products, Grow business with LPL tools and support, Capitalize on bank's reputation and community standing