- BMO Financial Group (Portland, OR)
- …here!_** + **This is a licensed position requiring the SIE, Series 6, 63, Life and Health** + Proactively builds and manages an assigned portfolio of mass affluent ... deliver the desired customer experience + Uses a consultative sales process to develop strong customer relationships; acts as...profitability. + Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held,… more
- BMO Financial Group (Beaverton, OR)
- …by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct...well as restrictions on performing in a real estate agent capacity. + Takes a lead in proactively engaging… more