BMO US

Financial Advisor

BMO US

14 days ago
Indian Wells, CA
Onsite
Full Time
Senior
0 applicants
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BMO US
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About this role

A Financial Advisor at BMO provides financial and investment planning advice to deliver comprehensive banking solutions. The role involves determining client needs, offering managed products and services, and collaborating with team members to enhance client experience.

Skills

Qualifications

Post-secondary degree in related fieldFINRA Series 6, 63 & 65 Licenses OR Series 7 & 66 licensesLife and Health Insurance Producer’s LicenseCompleted LTC Continuing Education RequirementsStrong financial industry knowledge
BMO US

About BMO US

bmo.com

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

About BMO US

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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