BMO is seeking a senior wealth advisor to provide high quality sales and service to investment clients at the New York office. You will deliver investment management and fiduciary expertise, and lead collaborations with the regional team to align client strategies with business goals.
The role requires deep knowledge of equity and fixed income markets, strong analytical skills, and the ability to develop proposals and refer to other groups as needed.
#J-18808-LjbffrSenior Portfolio Strategist in new york at Unknown Company
This position is listed as full time and onsite.