At-Work Financial Advisor - BMO Bank

Location: San Jose, California, United States

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

Company

hirify.global partners with banks to provide financial services and investment programs to bank clients. Employment for this role is with BMO Bank, while hirify.global holds the advisor’s securities and insurance licenses in accordance with regulatory requirements.

What you will do

• Build and grow a strong client base through BMO Bank’s referral system and existing client network.
• Help individuals and families with financial solutions throughout every stage of their financial lives.
• Create client-specific investment solutions without relying on proprietary products.
• Use hirify.global’s tools, technology, customized services, and firm-wide resources to support clients.
• Provide access to a broad range of investment products from third-party product sponsors.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• At least three years of investment sales experience.
• Onsite work in San Jose, California.

Culture & Benefits

• Access to an open-architecture platform with thousands of investment products.
• Proprietary technology and customized support services.
• Resources and expertise to help develop client solutions and grow the advisory business.
• Opportunity to benefit from BMO Bank’s reputation, community presence, and client referral network.