Wealth Advisor & Financial Planning Specialist

BMO U.S.; Long Beach (CA); On-site; USD 63,300 - 117,200; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO U.S. is seeking an experienced financial professional to provide comprehensive banking solutions tailored to customer needs. This role involves advising clients on managed products, sales of financial solutions, and collaborating with team members for effective service delivery.

The ideal candidate will have 4 to 6 years of relevant experience and necessary licenses, contributing to business development and customer relationship management in the Long Beach, California area.

The position offers a competitive salary, health insurance, and various employee benefits.

Qualifications

• Typically, between 4 - 6 years of relevant experience.
• FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.

Responsibilities

• Provide financial and investment planning and advice.
• Support sales and performance targets for new asset sales.
• Implement business development strategies to acquire new business.

Skills

Communication Skills

Analytical Skills

Team Collaboration

Knowledge of Financial Products

Problem Solving

Education

Post-secondary degree in a related field

Job description

BMO U.S. is seeking an experienced financial professional to provide comprehensive banking solutions tailored to customer needs. This role involves advising clients on managed products, sales of financial solutions, and collaborating with team members for effective service delivery.

The ideal candidate will have 4 to 6 years of relevant experience and necessary licenses, contributing to business development and customer relationship management in the Long Beach, California area.

The position offers a competitive salary, health insurance, and various employee benefits.