Base: $41,714.00 - $77,500.00; bonus/equity: may i...
Fully remote
Series 7 and series 65 licenses required
2-3 years financial services experience
Strong customer service communication skills
The primary responsibility is to provide superior customer service by acting as the first point of contact for client inquiries regarding accounts and investments
Job Summary
The primary responsibility is to provide superior customer service by acting as the first point of contact for client inquiries regarding accounts and investments.
This role involves executing trades, facilitating asset transfers, and uncovering referral opportunities for Financial Advisors while maintaining strict compliance with regulatory requirements.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside a competitive salary structure.
Matching Summary
The primary responsibility is to provide superior customer service by acting as the first point of contact for client inquiries regarding accounts and investments.
Salary
Base: $41,714.00 - $77,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings
Skills & Requirements
Must-have
Series 7 and Series 65 licenses required
2-3 years financial services experience
Strong customer service communication skills
Nice-to-have
Bachelor's degree in finance or economics
Experience with LPL ClientWorks software
Knowledge of managed asset allocation programs
Key Requirements
Valid SIE, Series 7, and 66 (or 65+63) licenses
Minimum 2-3 years in financial planning or securities industry
Clean U-4 record required
Bachelor's degree preferred in finance or economics