Financial Services Specialist

4 days ago


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

Job Summary:

We are seeking a highly skilled Financial Services Specialist to join our team at BMO Financial Group. As a Financial Services Specialist, you will be responsible for providing financial and investment planning advice to clients, working collaboratively with other team members to deliver a comprehensive banking solution.

Key Responsibilities:

  • Provides financial and investment planning advice to clients, identifying their needs and providing solutions through the sales of managed products and services.
  • Works collaboratively with other team members to deliver a comprehensive banking solution, supporting the achievement of sales and performance targets.
  • Implements business development strategies to acquire new business, including outbound calling campaigns and conducting seminars.
  • Identifies opportunities to generate referrals for personal and commercial banking products, working collaboratively with the lead relationship manager.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

Requirements:

  • Typically, between 4 -6 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
  • Life and Health Insurance Producer's License.
  • Completed LTC Continuing Education Requirements.

What We Offer:

BMO Financial Group offers a competitive salary and commission structure, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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].



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