Financial Advisor - Beacon Bank
Core
Provide comprehensive financial planning and investment solutions to bank clients, leveraging an open architecture platform to create customized strategies without proprietary products.
Role type
Independent Financial Advisor (Client-facing)
Builds
Client-specific investment portfolios and financial plans
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 investment platforms
Responsibilities
Build a strong client base using bank referrals, create client solutions using third-party products, support clients in every stage of their financial life, grow business with LPL tools and support
Seniority
Mid-level, independent contractor