Premier Licensed Financial Advisor

2 weeks ago


San Francisco, California, United States Bank of Montreal Full time

In this role as a Premier Licensed Financial Advisor, you will serve as the primary client contact for a portfolio of mass affluent clients. You will be responsible for uncovering their financial needs and providing meaningful solutions, while also building strong relationships and delivering exceptional customer service.

The successful candidate will have a proven track record of success in sales and customer service, with a strong understanding of banking products and services. They will also possess excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

The estimated annual salary for this role is between $67,200.00 and $124,800.00, based on location, skills, and experience. The Bank of Montreal also offers a range of benefits and incentives, including a comprehensive health insurance plan, tuition reimbursement, and retirement savings plans.



  • San Francisco, California, United States BMO Financial Group Full time

    Overview:As a Senior Premier Relationship Manager at BMO Financial Group, you will have the opportunity to make a real impact in the lives of our clients. With a strong background in financial services and a passion for building relationships, you will be able to help our clients achieve their financial goals and grow their...


  • San Jose, California, United States BMO Financial Group Full time

    About the Role:This Senior Premier Relationship Manager position offers an exciting opportunity to work with a leading financial institution and make a meaningful impact on our customers' lives. We're looking for a skilled professional with a passion for delivering exceptional customer experiences and building long-term relationships.Key...


  • San Jose, California, United States BMO Financial Group Full time

    Senior Premier Relationship Manager Salary: $61,600 - $114,400. We are seeking an experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients. You will use a consultative sales process to develop strong...


  • San Jose, California, United States BMO Financial Group Full time

    Company Overview:">BMO Financial Group is a leading financial institution that provides innovative solutions to its clients. Our mission is to Boldly Grow the Good in business and life, and we strive to create lasting, positive change for our customers, communities, and people.Salary: $61,600 - $114,400Job Description:A Senior Premier Relationship Manager at...


  • San Francisco, California, United States Farther Full time

    Job OverviewWe are seeking a seasoned Senior Financial Advisor to join our team at Farther, a rapidly growing RIA that combines expert advisors with cutting-edge technology.The ideal candidate will have a proven track record of success in acquiring new wealth management relationships and consistently demonstrated ambition, drive, and grit.As a Senior...


  • San Diego, California, United States Independent Financial Group , LLC Full time

    Home Office Regional ConsultantIndependent Financial Group, LLC (IFG) is a pioneering privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG offers an array of business solutions supporting over 655 total registered representatives across 410 offices nationwide.As a prominent player in the financial industry, IFG has...


  • San Francisco, California, United States OneMain Financial Full time

    We're excited to offer a unique opportunity for motivated sales professionals to join our team as Loan Solutions Advisors at OneMain Financial. This role offers a chance to make a meaningful impact on customers' lives while developing a successful career in finance.About the OpportunityIn this role, you'll work directly with customers to understand their...


  • San Francisco, California, United States Private Investigator Norfolk Full time

    About the Opportunity: We are seeking a highly skilled and experienced Financial Services Advisor to join our team. The successful candidate will be responsible for fostering diversity and inclusion within the workplace, actively participating in the Mansfield Rule Certification Program, and promoting fair and transparent hiring practices.Responsibilities:...


  • San Jose, California, United States BMO Financial Group Full time

    Premier Relationship Specialist Salary: $61,600 - $114,400. BMO Financial Group is seeking an experienced Premier Relationship Specialist to join our team. As a key member of our team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients. You will use a consultative sales process to develop strong customer...


  • San Francisco, California, United States Bank of Montreal Full time

    About the RoleThe Financial Services Advisor position at the Bank of Montreal involves providing expert advice and guidance to our customers on various financial products and services. You will be responsible for identifying their needs and providing tailored solutions to meet their goals. As a member of our Retail Banking Sales & Service team, you will play...


  • San Francisco, California, United States Manulife Insurance Malaysia Full time

    Senior Business Development Manager (Retirement Plans)We are seeking an experienced Senior Business Development Manager to lead our retirement plans business in Northern California, San Francisco, or Sacramento metro areas. As a key member of our regional team, you will be responsible for achieving retirement plan retention and growth in revenue and assets...


  • San Francisco, California, United States Farther Full time

    Join Our TeamWe're a firm born in the pandemic and thrive in remote and hybrid work environments. Whether you're based in SF or Boise, NYC or Jacksonville, LA or Atlanta, we can make it work.About the Role:As a Senior Financial Advisor at Farther, you'll enjoy:Maximum autonomy to grow your client base and serve them with excellenceA competitive compensation...


  • San Francisco, California, United States VALID8 Financial Full time

    **Job Summary**Amplify is seeking a highly motivated and experienced Universal Life Insurance Advisor to join our dynamic team. As a key member of our team, you will be responsible for engaging with enthusiastic inbound leads, providing multi-channel customer support, and conducting thorough discovery sessions to understand and confirm client needs.**Key...

  • Financial Advisor

    3 days ago


    San Francisco, California, United States Farther Full time

    Job Title: Financial Advisor - Wealth Management ExpertAbout Us:At Farther, we are a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth...


  • San Francisco, California, United States Union Square Advisors LLC Full time

    Career Opportunity:We are seeking a skilled 2nd Year Associate to join our Investment Banking team at Union Square Advisors. As a key member of our team, you will be responsible for providing financial advisory services to our clients.Key Responsibilities:Design and implement complex financial models and valuation analyses for mergers, acquisitions, and...


  • San Francisco, California, United States Bank of Montreal Full time

    About the RoleWe're seeking an experienced Licensed Premier Banking Professional to join our team at Bank of Montreal. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with existing clients, and providing expert advice on banking products and services.This is an...


  • San Leandro, California, United States Carrington College Full time

    Job Overview:Carrington College is a leading education institution dedicated to empowering students through hands-on training and real-world experience. As a Financial Services Advisor, you will play a critical role in shaping the futures of our students by guiding them through the complexities of federal financial aid programs.About the Role:The Financial...


  • San Mateo, California, United States Premier Property Management Full time

    Job DescriptionPremier Property Management is a leading commercial brokerage house in Palo Alto, offering a unique opportunity for a skilled Commercial Property Manager to join our team. With a focus on excellence and customer satisfaction, we are looking for a professional who can manage complex commercial properties, develop effective relationships, and...


  • San Diego, California, United States New York Life - San Diego Full time

    Career OpportunityNew York Life - San Diego offers a career opportunity for motivated individuals to become Insurance and Financial Advisors. In this role, you will have the chance to create profitable and rewarding careers through various financial products and services.We require candidates with basic computer skills, a Bachelor's degree preferred, and...


  • San Diego, California, United States Priority Financial Group Full time

    Join Our TeamPriority Financial Group is seeking a talented Estate Wealth Advisor to join our team. In this role, you will work closely with clients to develop comprehensive estate plans that address their unique needs and goals.You will have a strong background in financial planning, excellent communication skills, and the ability to work independently with...