Financial Planning Advisor – Fee‑Based Growth & Strategy

BMO U.S.; Lakewood (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a results-driven advisor to deliver financial planning and advisory services, collaborating with team members to offer comprehensive banking solutions. The role focuses on identifying client needs and selling managed products, including funds and insurance, while ensuring privacy and regulatory compliance.

Responsibilities include developing business strategies, supporting referrals, and delivering timely, accurate service.

Qualifications

• FINRA licenses (6/63/65 or 7/66) are required.
• Life and Health Insurance Producer’s License is required.
• LTC continuing education requirements must be completed.
• Strong knowledge of the financial industry and advisory services.
• Experience with managed products and fee-based advice.
• Understanding of deposit and loan products (including mortgage).

Responsibilities

• Supports achievement of sales and performance targets for asset sales and financial planning.
• Implements business development strategies to acquire new business.
• Identifies opportunities to generate referrals for banking products.
• Develops solutions and makes recommendations based on client needs.
• Provides advice and guidance to assigned business on implementation of solutions.
• Designs and produces reports and dashboards to support decision making.

Skills

Sales acumen

Financial planning

Communication

Client relationship management

Analytical thinking

Education

FINRA Series 6/63/65 or Series 7/66 licenses

Life and Health Insurance Producer’s License

LTC Continuing Education

Post-secondary degree

Tools

CRM systems

Job description

BMO Financial Group is seeking a results-driven advisor to deliver financial planning and advisory services, collaborating with team members to offer comprehensive banking solutions. The role focuses on identifying client needs and selling managed products, including funds and insurance, while ensuring privacy and regulatory compliance.

Responsibilities include developing business strategies, supporting referrals, and delivering timely, accurate service.