Financial Advisor

BMO U.S.

Financial Advisor providing financial advice and investment planning at BMO. Collaborating with team members to deliver comprehensive banking solutions and achieve sales targets.

Posted 7/1/2026full-timePhoenix • Arizona • 🇺🇸 United StatesMid-LevelSenior💰 $51,800 - $95,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial and investment planning, with a strong focus on managed products and fee-based advice. Proven ability to implement business development strategies and relationship management plans to enhance client engagement and drive referrals.

Highest-signal resume keywords

FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseLife and Health Insurance Producer’s LicenseIn-Depth Experience with Managed Products

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment PlanningBusiness DevelopmentManaged ProductsFee-Based AdviceDeposit ProductsLoan ProductsMortgage ProductsBanking ServicesTechnical Proficiency

Soft Skills

CollaborationClient Needs AssessmentReferral GenerationRelationship Management

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 7 LicenseFINRA Series 66 LicenseLife and Health Insurance Producer’s License

Industry Keywords

Financial IndustryInvestment PlanningManaged ProductsFee-Based AdviceRelationship ManagementBusiness DevelopmentCustomer ConversationsCommercial BankingPersonal BankingLTC Continuing Education

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.
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 in collaboration with the lead relationship manager.

Requirements

What you’ll need

Typically, between 4 -6 years of relevant experience and 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

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans