Proactive portfolio management for mass affluent clients
Consultative sales process and client relationship building
Credit application review and risk assessment
The role involves proactively building and managing a portfolio of mass affluent clients across multiple branch locations while acting as their primary financial advisor
Job Summary
The role involves proactively building and managing a portfolio of mass affluent clients across multiple branch locations while acting as their primary financial advisor.
Candidates must hold specific securities licenses including SIE, Series 6, 63, and 65, along with state Life and Health insurance licenses to ensure regulatory compliance.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans alongside performance-based incentives.
Matching Summary
The role involves proactively building and managing a portfolio of mass affluent clients across multiple branch locations while acting as their primary financial advisor.