Financial Advisor - BMO Bank
Core
Provide financial planning and investment solutions to bank clients using an open architecture platform.
Role type
Independent Financial Advisor (Investment Program)
Builds
Client-specific investment portfolios and financial plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Series 7, Series 66 (63/65), Insurance license, 3+ years investment sales experience
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a client base via bank referrals, create client solutions without proprietary products, grow business with LPL tools and support
Seniority
Individual Contributor, Mid-Senior Level