Bank and Credit Union Advisors
For Advisors
Are you currently working inside a bank or credit union and searching for a new partner? Our broker-dealer, Cambridge Investment Research, Inc., is endorsed by the Iowa Bankers Association. We have a long-standing history of positive relationships with financial institutions and want to work with you to determine how Jordan Creek Financial Solutions and Cambridge can integrate into your existing environment.
Are you looking to develop a new financial institution relationship? Join us and we’ll help you prepare and present your message to the bank or credit union’s leadership. We have the experience and resources needed to develop an investor center within an existing institution and market to banking customers.
For Financial Institutions
Looking to expand your service offerings or provide additional value to your customers? Consider adding a financial professional to your bank or credit union to provide investment advice and financial planning services. As an Office of Supervisory Jurisdiction, we provide compliance and regulatory oversight alongside our broker-dealer, Cambridge Investment Research, Inc. Cambridge is endorsed by the Iowa Bankers Association.
We have developed hundreds of financial institution relationships over our nearly 45 years in business1, and are eager to discuss this opportunity with you.
Start attracting, building, and retaining strong client loyalty
1. Jordan Creek and its predecessor firms
Ready to Receive Superior Support?
Solutions for Bank and Credit Union Advisors
Technology
With Cambridge, we have access to the latest financial technology. CLIC®, Cambridge’s comprehensive online business environment, can be integrated easily into your practice to allow you to better serve banking customers.
Advisor Support
Our team has decades of experience navigating the advisor/financial institution relationship. We will provide real value and have the expertise to get things right the first time.
Practice Growth
Whether you have personal or financial institution-directed goals, we can help you accomplish them. We’ll work with you collaboratively to identify strategies to better interface with banking customers and generate new business development while satisfying existing clients’ needs.
