Financial Advisor

BMO

San Francisco, CA, United States
$69,000.00 - $127,800.00; salaried & commission; h...
Financial and investment planning
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

$69,000.00 - $127,800.00; Salaried & Commission; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans.

Skills & Requirements

Must-have

  • Financial and investment planning
  • Sales of managed products
  • Business development strategies
  • Relationship management plan
  • Data analysis and forecasting
  • Client experience enhancement

Nice-to-have

  • Collaborative team environment
  • Consultative sales process
  • Boldly Grow the Good purpose

Key Requirements

  • 4-6 years relevant experience
  • Post-secondary degree or equivalent
  • FINRA Series 6, 63 & 65 OR 7 & 66
  • Life and Health Insurance License
  • LTC Continuing Education
  • Strong financial industry knowledge
  • Managed products experience
  • Deposit and loan product knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter