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Financial Advisor at BMO - ApplyBlast

Financial Advisor

BMO

5 months ago

3.6 on Glassdoor

San Francisco, CA

Onsite

Full Time

Senior

0 applicants

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About this role

This role involves providing comprehensive financial and investment planning advice by identifying client needs and selling managed products such as mutual funds, annuities, and insurance. Candidates will develop customized solutions, implement relationship management plans, and collaborate with internal teams to achieve sales targets and enhance the client experience.

Responsibilities

Determine client needs and provide comprehensive investment solutions
Implement business development strategies to acquire new business
Analyze data and track performance metrics for strategic initiatives
Adhere to risk management frameworks and regulatory compliance
Coach team members on product knowledge and sales techniques

Skills

Qualifications

FINRA Series 6, 63 & 65 LicensesFINRA Series 7 & 66 licensesLife and Health Insurance Producer's License4 to 6 years of relevant experiencePost-secondary degree in a related field

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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