
Senior Mass Affluent Relationship Manager
BMO U.S., Bloomington, MN, United States
A financial services firm is seeking a candidate to manage a portfolio of affluent clients while providing tailored financial solutions. The ideal candidate will have a range of financial licenses including Series 6 and 63, strong analytical and problem-solving skills, and a collaborative mindset. Responsibilities include client relationship management and achieving sales targets. This position offers a salary range of $57,500 - $106,500, with additional perks such as health insurance and retirement savings plans.
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