Carrera Financial provides third-party program administrative support for financial institutions seeking to offer financial services to their clients. Our leadership team possesses extensive experience in start-up wealth management program launches, program re-engineering, and expertise in augmenting programs with ancillary services. Carrera Financial provides:
- Field support from licensed individuals
- Supervisory & Administrative Program Support
- Licensed Banker Program support and training
- Comprehensive, independent financial planning services
- Training for personnel in identification and referral activities
- Ancillary client services including life insurance
And through LPL Financial, institutions benefit from robust technology, open architecture, and the ability to create fee-income revenue produced from referred client engagement.
