Financial Advisor - Beacon Bank
Core
Provide comprehensive financial planning and investment solutions to bank clients across various life stages.
Role type
Independent Financial Advisor (Client-facing)
Builds
Customized client 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
Series 7, Series 66 (63/65), Insurance license, 3+ years investment sales experience
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a strong client base using bank referrals, create client solutions without proprietary products, support clients in every stage of their financial life, grow business with LPL tools and support
Seniority
Mid-level, independent contractor