The job of a financial advisor can come with considerable stress as they constantly feel the pressure of uncovering investment opportunities capable of delivering to their clients the high returns they expect while carrying limited risks. To help these financial advisors meet the demands of their clients BofI Advisor has created a concierge program complete with high-yield banking products and services.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), offers these core banking products and services to qualified financial advisors through an agreement with broker/dealers. Through these products and services a financial advisor can be assured that their clients are not only getting strong banking products but excellent customer service as well.
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 also provides superior customer service to all their clients, ensuring they have access to a highly trained, dedicated team of BofI Advisor account specialists capable of assisting them with all their needs. This level of customer service provides financial advisors with peace of mind knowing that when their clients utilize BofI Advisor’s banking products their needs will be met.
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
