As a division of BofI Federal Bank, BofI Advisor is fully aware of the challenges that a financial advisor encounter when trying to find the right investment opportunities for their clients. Understanding that a financial advisor’s client not only wants high returns but limited risks BofI Advisor has designed a concierge program complete with core banking products and services to satisfy those demands.
These core banking products offered by BofI Advisor 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.
BofI Advisor, through an agreement with broker/dealers is now offering these core banking products to qualified financial advisors, giving them the opportunity to present them to their clients. Along with these banking products clients are also provided with superior customer service that ensures they have access to a highly trained, dedicated team of BofI Advisor account specialists capable of assisting them with all their needs.
As for the financial advisor BofI Advisor offers a number of perks that are of direct benefit to them including 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
