Financial Advisor - BMO Bank
Based in United States
Core
Financial Advisor providing investment solutions to bank clients through a partnership model.
Role type
Financial Advisor (Independent Contractor)
Builds
Client investment portfolios and financial solutions
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, portfolio management, client relationship management, regulatory compliance
Preferred skills
Existing book of business, community reputation
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build client base via bank referrals, create client-specific investment solutions, grow business
Seniority
Mid-level, sales-focused