Financial Advisor

BMO U.S.

Financial Advisor providing financial and investment planning in collaboration with team members. Working with managed products to deliver comprehensive banking solutions for customers.

Posted 5/9/2026full-timeOakland • California • 🇺🇸 United StatesMid-LevelSenior💰 $63,300 - $117,200 per yearWebsite

About the role

Key responsibilities & impact

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 for personal and commercial banking products
Implements a relationship management plan
Develops solutions and makes recommendations based on an understanding of business strategy and stakeholder needs
Conducts independent analysis and assessment to resolve strategic issues
Monitors and tracks performance and addresses any issues
Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips

Requirements

What you’ll need

Typically, between 4 -6 years of relevant experience
Post-secondary degree in related field of study or 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 products and banking services
Technical proficiency gained through education and/or business experience

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment planningmanaged productsbusiness developmentrelationship managementindependent analysisperformance monitoringfee-based advicedeposit productsloan products

Soft Skills

collaborationcommunicationcoachingproblem-solvingstrategic thinking

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