Wealth & Investment Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. in Concord, California is seeking a professional to provide financial and investment planning, collaborating with team members to deliver comprehensive banking solutions. Your role will involve determining client needs, providing solutions through managed products, and ensuring adherence to compliance standards.

Key responsibilities include supporting sales targets, implementing business development strategies, and monitoring performance metrics. The ideal candidate will have 4-6 years of experience, relevant licenses, and a strong working knowledge of the financial industry.

Qualifications

• Typically, between 4 -6 years of relevant experience.
• Strong working knowledge of managed products.
• Technical proficiency in financial services.

Responsibilities

• Supports achievement of sales and performance targets.
• Implements business development strategies.
• Identifies opportunities to generate referrals for banking products.
• Develops solutions and makes recommendations based on business needs.
• Monitors and tracks performance metrics.

Skills

Financial industry knowledge

Managed products experience

Analytical skills

Communication skills

Collaboration skills

Influence skills

Problem-solving skills

Data-driven decision making

Education

Bachelor's degree in related field

FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses

Life and Health Insurance Producer’s License

Job description

BMO U.S. in Concord, California is seeking a professional to provide financial and investment planning, collaborating with team members to deliver comprehensive banking solutions. Your role will involve determining client needs, providing solutions through managed products, and ensuring adherence to compliance standards.

Key responsibilities include supporting sales targets, implementing business development strategies, and monitoring performance metrics. The ideal candidate will have 4-6 years of experience, relevant licenses, and a strong working knowledge of the financial industry.