Financial Services Specialist
4 days ago
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].
-
Financial Services Specialist
4 days ago
Los Angeles, California, United States 49 Financial Full timeWe're seeking a talented Financial Services Specialist to join our team at 49 Financial. As a comprehensive financial planning firm, we're passionate about developing the next generation of leaders in the financial services industry.Our Financial Advisors work closely with clients, helping them navigate the expected and unexpected in life, and offer...
-
Financial Services Specialist
4 weeks ago
Los Angeles, California, United States 49 Financial Full timeFinancial Advisor RoleAt 49 Financial, we're dedicated to fostering the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates across nine offices nationwide, embodying our motto, "Two are Better than One," in every aspect of our work. We thrive in a collaborative, team-based environment that enables...
-
Financial Services Specialist
1 week ago
Los Angeles, California, United States Bankers Life Full timeFinancial Services SpecialistAt Bankers Life, we're seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.We provide...
-
Financial Services Representative
1 week ago
Los Angeles, California, United States J & L Financial Services Full timeJob OverviewAt J & L Financial Services, we are seeking a skilled Financial Representative to join our team. As a Financial Representative, you will play a key role in driving growth and providing exceptional customer service to our clients.Key Responsibilities:Develop and maintain strong relationships with clients to understand their financial needs and...
-
Financial Services Representative
1 week ago
Los Angeles, California, United States J & L Financial Services Full timeJob OverviewAt J & L Financial Services, we are seeking a skilled Financial Representative to join our team. As a Financial Representative, you will play a key role in helping clients achieve their financial goals.Key Responsibilities: Provide exceptional customer service and communication skills Develop and maintain strong relationships with...
-
Financial Services Specialist
2 weeks ago
Los Angeles, California, United States Northwestern Mutual Full timeUnlock Your Financial PotentialAre you a detail-oriented individual with a passion for helping others achieve their financial goals? We're seeking a talented Financial Services Specialist to join our team at Northwestern Mutual.About the RoleAs a Financial Services Specialist, you will work closely with clients to understand their unique financial situations...
-
Financial Planning Specialist
4 days ago
Los Angeles, California, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at BMO Financial Group. As a key member of our client relationship team, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.Key ResponsibilitiesProvide financial planning and investment advice to...
-
Financial Services Professional
2 weeks ago
Los Angeles, California, United States 49 Financial Full time{"Overview":{"text":"At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. We work...
-
Financial Services Professional
2 weeks ago
Los Angeles, California, United States 49 Financial Full timeAbout 49 FinancialWe're a comprehensive financial planning firm with a passion for developing the next generation of leaders in the financial services industry. Our collaborative, team-based model allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. We help our clients navigate life's complexities...
-
Financial Services Leader
5 days ago
Los Angeles, California, United States 49 Financial Full timeJob OverviewAt 49 Financial, we're dedicated to developing the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development.Key...
-
Financial Services Professional
2 weeks ago
Los Angeles, California, United States 49 Financial Full timeAbout 49 FinancialWe're a comprehensive financial planning firm with a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. Our motto, "Two are Better than One," reflects our commitment to teamwork and client satisfaction.Job SummaryWe're seeking motivated and...
-
Financial Services Professional
2 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewProvidence Financial and Insurance Services, Inc. is seeking a highly motivated and licensed financial advisor to join our team.The ideal candidate will have a strong passion for financial planning and a desire to work in a fast-paced, yet friendly environment.We offer a comprehensive benefits package, including company-paid health insurance,...
-
Financial Services Professional
4 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OpportunityFinancial Advisor AssociateWe are seeking a highly motivated and licensed financial advisor to join our team at Providence Financial and Insurance Services, Inc. in Woodland Hills, CA.About UsOur company is a family-owned financial services firm that values education, learning, and building long-term relationships with our clients. We are...
-
Financial Services Representative
2 weeks ago
Los Angeles, California, United States BMO Financial Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their interests.Key...
-
Roofing Technical Services Specialist
2 weeks ago
Los Angeles, California, United States Roof Repair Specialist Full timeJob OverviewWe are seeking a skilled Roofing Technical Services Specialist to join our team at Roof Repair Specialist. As a key member of our team, you will be responsible for diagnosing and repairing complex roofing issues, ensuring the highest level of quality and customer satisfaction.Key Responsibilities:Conduct thorough inspections of residential,...
-
Financial Services Professional
1 week ago
Los Angeles, California, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our team at BMO Financial Group. As a Financial Advisor, 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 ResponsibilitiesProvides...
-
Financial Services Representative
2 months ago
Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full timeJob Description**About the Role**We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Global Financial Impact. As a key member of our organization, you will play a critical role in helping our clients and business partners achieve their financial goals.Key Responsibilities:Obtain and maintain professional...
-
Financial Services Representative
1 week ago
Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full timeJob DescriptionAt Global Financial Impact, we are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Obtain and...
-
Financial Services Representative
1 month ago
Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and...
-
Liver Transplant Financial Services Specialist
2 weeks ago
Los Angeles, California, United States Cedars-Sinai Full timeJob Title:Financial Services Specialist - Liver TransplantAbout the Role:Cedars-Sinai is seeking a highly skilled Financial Services Specialist to join our Liver Disease team. As a key member of our team, you will provide financial support to patients undergoing liver transplant procedures.Key Responsibilities:Verify patient eligibility and benefits to...