Financial Advisor
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Torrance • California • United States
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Salary
💰 $57,500 - $106,500 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 for new asset sales, joint appointments, fee-based sales, and financial planning
- Implements business development strategies to acquire new business and cultivate branch employee referrals
- Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
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
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 productsmortgage productsbanking servicesbusiness development strategiessales performance targets
Soft Skills
collaborationcustomer servicecommunicationproblem-solvingrelationship buildingstrategic thinkingreferral generationteamworkclient needs assessmentinitiative
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