Nicholas Nilsen
Tahoe City,CA
Summary
Dynamic financial professional with a proven track record at BMO Bank, excelling in financial planning and regulatory compliance. Adept at fostering client relationships and enhancing financial literacy, I leverage strong interpersonal communication and customer service skills to empower clients in achieving their financial goals. Committed to delivering tailored solutions that drive success.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Retail Relationship Banker
BMO Bank
Truckee, CA
09.2024 - Current
- Cultivated strong client relationships through tailored banking services that addressed individual needs.
- Educated clients on banking products, improving their financial literacy and empowering informed decision-making.
- Ensured compliance with banking regulations and internal policies, minimizing risks and safeguarding client interests.
Administration (Temp)
Placer County
Tahoe City, USA
02.2024 - 09.2024
- Assisted public with permit applications, short term rental permits, and inquiries about California Building Code and permitting process, enhancing customer service experience.
- Managed data retention for building plans, permits, and inspection reports to ensure compliance and accessibility.
- Conducted clerical duties including directing calls, greeting public, and maintaining sanitary office environment to support efficient operations.
Painter
CB Painting
Wilmington, USA
04.2019 - 02.2024
- Managed completion of interior and exterior work on multi-million dollar homes, ensuring quality standards were met.
- Prioritized tasks in a fast-paced environment with tight deadlines, ensuring project milestones were achieved.
- Coordinated communication between homeowners and contractors to foster a collaborative work environment.
Associate Financial Advisor
Ameriprise Financial
Wellesley, USA
03.2022 - 02.2023
- Collaborated with 65 clients to develop tailored savings strategies, investment plans, insurance options, and legacy planning.
- Met with clients in-person and virtually to establish financial strategies specific to their goals.
- Facilitated seminars and informational meetings to educate the public on essential financial matters.
- Performed clerical and back office tasks supporting all clients of the practice (250+) to ensure smooth operations.
Financial Advisor
Equitable Advisors
Rochester, USA
09.2020 - 03.2022
- Acquired and serviced clients on personal finances, including retirement accounts and personal investments, to enhance financial well-being.
- Collaborated with advisors on projects, including event planning and joint client meetings, to strengthen client relationships.
- Trained new advisors by conducting basic training sessions and facilitating initial client meetings to ensure effective onboarding.
Education
BA - Economics with a concentration in Public Policy and Sustainability
University of New Hampshire
Durham, NH05.2020
Skills
- Financial Planning
- Financial Forecasting
- Regulatory compliance
- Customer service
- Team collaboration
- Interpersonal Communication
Certification
- Investment Advisor Representative
- Life and Health Insurance License
- SIE, Series 7, and Series 66
Timeline
Senior Retail Relationship Banker
BMO Bank
09.2024 - Current
Administration (Temp)
Placer County
02.2024 - 09.2024
Associate Financial Advisor
Ameriprise Financial
03.2022 - 02.2023
Financial Advisor
Equitable Advisors
09.2020 - 03.2022
Painter
CB Painting
04.2019 - 02.2024
BA - Economics with a concentration in Public Policy and Sustainability
University of New Hampshire