Financial Advisor

BMO

San Jose, CA, United States
Base: $69,000.00 - $127,800.00; bonus/equity: comm...
Financial and investment planning
Managed products and services sales
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: $69,000.00 - $127,800.00; Bonus/Equity: Commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial and investment planning
  • Managed products and services sales
  • Business development strategies
  • Relationship management plan
  • Client relationship team collaboration

Nice-to-have

  • Boldly Grow the Good Purpose
  • Innovative and boundary-pushing work
  • Valued, respected, and heard team members

Key Requirements

  • 4-6 years relevant experience
  • Post-secondary degree or equivalent
  • FINRA Series 6, 63 & 65 OR Series 7 & 66
  • Life and Health Insurance License
  • Completed LTC CE Requirements

Work Rights

Not specified

Tailored Resume

Cover Letter