Financial Advisor - BMO Bank
Core
Provide comprehensive financial and investment solutions to bank clients across all life stages 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, open architecture platform utilization, client relationship management, 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
Build a strong client base via bank referrals, create client solutions without proprietary products, grow business with LPL tools and support
Seniority
Mid-level, independent contractor
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