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Financial Advisor at BMO - ApplyBlast

Financial Advisor

BMO

4 months ago

3.6 on Glassdoor

Long Beach, CA

Onsite

Full Time

Senior

0 applicants

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About this role

This role provides comprehensive investment planning and advice, determining client needs and delivering banking solutions through the sale of managed products like mutual funds, ETFs, and annuities. The position focuses on acquiring new business, cultivating referrals, and collaborating with relationship managers to execute strategic initiatives while adhering to risk management frameworks and regulatory compliance.

Responsibilities

Determine client needs and provide comprehensive financial solutions
Implement business development strategies to acquire new accounts and referrals
Develop and recommend investment strategies based on client goals
Execute strategic initiatives in collaboration with internal and external stakeholders
Ensure adherence to risk, compliance, and regulatory policies and procedures

Skills

Qualifications

BS in Related FieldFINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 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.