The responsibilities that come with being a financial advisor can be taxing as these professionals are constantly feeling the pressure of meeting their clients’ demands. Of course those client demands are focused on finding investment opportunities that generate the greatest financial return for their money, not always the easiest demand to satisfy.
To make the job of a financial advisor easier BofI Advisor has created a concierge program complete with core banking products that include a Select Money Market Savings account that provides a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges; a Select Checking account with the opportunity earn interest and delivers high yields that beat the competition; a Select Savings account that comes with a highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances; and a Select CD that offers high rates, high returns, and no market risk.
Through an agreement with broker/dealers BofI Advisor has made these banking products available to qualified financial advisors, affording them the opportunity to really meet their clients’ demands. Along with these banking products BofI Advisor also delivers superior customer service, ensuring clients have access to a highly trained, dedicated team of BofI Advisor account specialists.
For the financial advisor BofI Advisor offers a number of attractive qualities which include a competitive free environment with no in-house wealth management or investment services; advisors earn residual compensation on account balances and product offerings; they can view customer accounts through information-sharing agreements; and much more.
Financial advisors interested in offering their clients the high-yield banking products and services provided by BofI Advisor can learn more about the financial advisor program at: https://www.bofiadvisor.com/Advisors.aspx
