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Financial Advisor at BMO - ApplyBlast

Financial Advisor

BMO

5 months ago

3.6 on Glassdoor

Manitowoc, WI

Onsite

Full Time

Senior

0 applicants

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About this role

A financial professional provides comprehensive banking solutions and investment advice to clients by determining their needs and recommending managed products like mutual funds, annuities, and retirement plans. The role involves driving new business through sales and relationship management while collaborating with stakeholders to execute strategic initiatives and ensure regulatory compliance.

Responsibilities

Determine client investment needs and recommend financial solutions
Execute sell strategies to acquire new business and generate referrals
Collaborate with relationship managers on comprehensive client plans
Analyze performance data to resolve strategic business issues
Ensure adherence to regulatory and compliance requirements

Skills

Qualifications

FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 7 LicenseLife and Health Insurance Producer’s License

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.