Financial Advisor - BMO Bank

Location: Beaverton, Oregon, United States

Salary: $100,000–$140,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with banks to provide investment and financial services programs. This role is associated with the hirify.global Investment Program at BMO Bank, with employment held by BMO Bank.

What you will do

• Advise BMO Bank clients through different stages of their financial lives.
• Service an existing book of business upon hire.
• Build and expand a client base through bank referrals and the bank’s existing client relationships.
• Develop tailored client solutions using an open-architecture platform and access to third-party investment products.
• Grow the advisory business using hirify.global’s technology, tools, resources, and support.

Requirements

• Series 7 and Series 66, or Series 63/65, required.
• Insurance license required.
• At least three years of investment sales experience.
• Employment is with BMO Bank; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Access to thousands of investment products from leading third-party sponsors.
• Firm-wide resources and expertise for creating client solutions.
• Freedom to recommend solutions specific to client goals without proprietary product restrictions.
• Opportunity to work with an established bank referral system and community presence.