Wealth & Investment Advisor

BMO U.S.; Gridley (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. is seeking a motivated financial planning expert who will provide comprehensive investment solutions and advice. The role focuses on managing client relationships, driving sales through referrals, and delivering customized financial services.

With expectations of 4-6 years of relevant experience, applicants should have a strong background with managed products, along with FINRA licenses. Benefits include health insurance and tuition reimbursement.

Qualifications

• 4-6 years of relevant experience in the financial industry.
• Strong working knowledge of managed products.
• Deep understanding of deposit, loan products, and banking services.

Responsibilities

• Support sales and performance targets for asset sales.
• Implement business development strategies for acquiring new business.
• Identify opportunities during customer conversations for referrals.

Skills

Relationship management

Financial advising

Analytical skills

Communication skills

Collaboration

Education

Post-secondary degree in related field

FINRA Series 6, 63 & 65 Licenses or Series 7 & 66 Licenses

Life and Health Insurance Producer’s License

Completed LTC Continuing Education Requirements

Job description

BMO U.S. is seeking a motivated financial planning expert who will provide comprehensive investment solutions and advice. The role focuses on managing client relationships, driving sales through referrals, and delivering customized financial services.

With expectations of 4-6 years of relevant experience, applicants should have a strong background with managed products, along with FINRA licenses. Benefits include health insurance and tuition reimbursement.