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            Create Advisor, Banker, and Relationship Manager Profiles

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create Advisor, Banker, and Relationship Manager Profiles

            To grant advisors, personal bankers, and relationship managers access to Financial Services features, clone and customize the Standard User profile provided by Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, enter Profiles in the Quick Find box, and then select Profiles.
            2. Clone the Standard User profile.
            3. Give it a name, such as Advisor.
            4. Save your changes.
            5. Repeat to create the Personal Banker and Relationship Manager profiles.
             
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            Salesforce Help | Article