Financial Advisor

BMO

Scottsdale, AZ, United States
Base: $51,800.00 - $95,900.00; bonus/equity: commi...
Financial planning and advice
Sales of managed products
Business development strategies
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer

Job Summary

  • Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.
  • Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.

Salary

Base: $51,800.00 - $95,900.00; Bonus/Equity: Commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans.

Skills & Requirements

Must-have

  • Financial planning and advice
  • Sales of managed products
  • Business development strategies
  • Relationship management plan
  • Data analysis and reporting

Nice-to-have

  • Collaborative sales process
  • Enhance client experience
  • Boldly Grow the Good
  • Positive lasting change

Key Requirements

  • 4-6 years relevant experience
  • Post-secondary degree or equivalent
  • FINRA Series 6, 63 and 65 OR 7 and 66
  • Life and Health Insurance License
  • LTC Continuing Education
  • Managed products experience
  • Banking products understanding

Work Rights

Not specified

Tailored Resume

Cover Letter