Associate Financial Advisor - BMO Bank
Based in United States
Core
Associate Financial Advisor providing investment solutions to bank clients through a partnership model.
Role type
Associate Financial Advisor (Investment Sales)
Builds
Client investment solutions using an open architecture platform
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Series 7, Series 66 (63/65), Insurance license
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a client base, create client-specific investment solutions, support clients in every stage of their financial life
Seniority
Mid-level, hands-on IC