Financial Advisor - Simmons Bank
Based in United States
Core
Financial Advisor providing investment and insurance solutions to bank clients, building a client base and creating customized financial plans.
Role type
Financial Advisor (Investment Program)
Builds
Client investment portfolios and insurance solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
None stated
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Support clients in every stage of their financial life, build a strong client base, create client solutions without proprietary products, find new clients via the bank's client base
Seniority
Mid-level (3+ years experience required)