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Financial Advisor

1 month ago


Los Angeles, California, United States BMO Financial Group Full time
Job Description

BMO Financial Group is seeking a highly skilled Financial Advisor to join our team. As a key member of our client relationship team, you will work collaboratively with clients to provide personalized financial planning and investment advice.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on investment products and services
  • Work closely with clients to understand their financial goals and objectives
  • Collaborate with internal stakeholders to ensure seamless delivery of financial solutions

Requirements:

  • 4-6 years of relevant experience in financial services
  • FINRA Series 6, 63 & 65 Licenses or FINRA Series 7 & 66 licenses
  • Life and Health Insurance Producer's License
  • Strong working knowledge of financial industry and in-depth experience working with managed products

What We Offer:

  • Competitive salary and commission structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

How to Apply:

If you are a motivated and results-driven individual with a passion for financial services, please submit your application, including your resume and cover letter, to [insert contact information].