Financial Advisor

BMO U.S.

Financial Advisor providing financial and investment planning in collaboration with team members. Identifying client needs, implementing business strategies, and achieving sales targets.

Posted 5/9/2026full-timeChico • California • 🇺🇸 United StatesMid-LevelSenior💰 $57,500 - $106,500 per yearWebsite

About the role

Key responsibilities & impact

Provides financial and investment planning and advice in collaboration with other team members
Implements business development strategies to acquire new business
Identifies opportunities during customer conversations to generate referrals
Implements a relationship management plan
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Manages databases and provides support for analysis, forecasting and/or data visualization
Designs and produces regular and ad-hoc reports, and dashboards
Builds change management plans of varying scope and type

Requirements

What you’ll need

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

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 planningbusiness developmentdata analysisforecastingdata visualizationreport designdashboard productionchange management

Soft Skills

collaborationrelationship managementcommunicationstrategic 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