Associate Advisor - BMO Bank
Core
Associate Financial Advisor providing investment solutions to bank clients using an open architecture platform.
Role type
Associate Financial Advisor (Investment Sales)
Builds
Client-specific investment portfolios and financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, open architecture platform utilization, client relationship building, regulatory compliance
Preferred skills
Series 7, Series 66 (63/65), Insurance license, 3+ years investment sales experience
Technologies
LPL proprietary technology, open architecture investment products
Responsibilities
Create client solutions without proprietary products, build a strong client base, find new clients via bank referrals
Seniority
Mid-level, hands-on IC