Financial Advisor
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Lakewood • California • United States
Visit company websiteExplore more
Salary
💰 $63,300 - $117,200 per year
About the role
- Provides financial and investment planning and advice in collaboration with other team members
- Determines client needs and provides solutions through the sales of managed products and services
- Supports the achievement of sales and performance targets
- Implements business development strategies to acquire new business
- Identifies opportunities during customer conversations to generate referrals
- Implements a relationship management plan in collaboration with the lead relationship manager
- Monitors and tracks performance and addresses any issues
Requirements
- Typically, between 4 -6 years of relevant experience
- Post-secondary degree in related field of study or an equivalent combination of education and experience
- FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
- Life and Health Insurance Producer’s License
- Completed LTC Continuing Education Requirements
- Strong working knowledge of financial industry
- In-depth experience working with managed products and providing fee-based advice
- In-depth understanding of deposit and loan (including mortgage) products and banking services
- Technical proficiency gained through education and/or business experience
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment planningmanaged productsfee-based advicedeposit productsloan productsbanking servicesbusiness development strategiesrelationship management
Soft Skills
collaborationcustomer servicesalesperformance monitoringproblem-solving
Certifications
FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 7 LicenseFINRA Series 66 LicenseLife and Health Insurance Producer’s LicenseLTC Continuing Education Requirements