Financial Advisor
BMO US(2 months ago)
About this role
A mid-level Wealth Sales & Service role at BMO providing financial and investment guidance to clients and coordinating with internal partners to deliver comprehensive banking solutions. The position is branch-based in San Jose and includes a compensation package with salary plus commission.
Required Skills
- Financial Planning
- Investment Advice
- Managed Products
- Client Acquisition
- Relationship Management
- Data Analysis
- Reporting
- Change Management
- Communication
- Collaboration
+2 more
Qualifications
- Post-secondary Degree
- FINRA Series 6
- FINRA Series 63
- FINRA Series 65
- FINRA Series 7
- FINRA Series 66
- Life and Health Insurance Producer’s License
- LTC Continuing Education Requirements
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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