Financial Advisor - Beacon Bank
Core
Provide financial planning and investment solutions to bank clients, leveraging the bank's referral system and open architecture platform.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client investment portfolios and financial plans
Domain
Banking / 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
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a strong client base using bank referrals, create client-specific investment solutions, grow business with LPL tools and support
Seniority
Mid-level, independent contractor