Financial Advisor

As a Financial Advisor at BMO in San Diego, you will provide expert financial and investment planning advice to clients, collaborating with team members to offer comprehensive banking solutions. You will identify client needs and offer solutions through the sale of managed products and services, while also cultivating new business through development strategies and referrals.

• Provide financial and investment planning and advice
• Determine client needs and provide solutions through sales of managed products
• Support achievement of sales and performance targets
• Implement business development strategies to acquire new business
• Identify opportunities for referrals to banking partners
• Develop solutions and make recommendations based on business strategy