Financial Planning Advisor — Wealth Solutions & Growth

BMO U.S.; Eden Prairie (MN); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a financial advisor to provide comprehensive financial planning and investment guidance in collaboration with the team. The role includes selling managed products and services such as mutual funds, wrap accounts, insurance, and retirement plans to meet customer needs.

The position emphasizes relationship management, strategic initiative execution, and regulatory compliance to safeguard client assets and maintain privacy.

Qualifications

• Typically 4–6 years of relevant experience with a post-secondary degree or equivalent.
• FINRA Series 6/63/65 or 7/66 licenses required.
• Life and Health Insurance Producer’s License.
• LTC Continuing Education requirements completed.
• In-depth experience with managed products and fee-based advice.
• Strong knowledge of deposits and loan products and banking services.

Responsibilities

• Supports achieving sales and performance targets for asset sales, fee-based products and financial planning.
• Implements business development strategies to acquire new business and referrals.
• Identifies opportunities to generate referrals for personal and commercial banking products.
• Implements a relationship management plan with the lead relationship manager.
• Provides solutions based on business strategy and stakeholder needs.
• Designs reports and dashboards to support analysis and decision making.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence skills

Data-driven decisions

Education

Bachelor’s degree or higher

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

Life and Health Insurance License

LTC Continuing Education

Job description

BMO Financial Group is seeking a financial advisor to provide comprehensive financial planning and investment guidance in collaboration with the team. The role includes selling managed products and services such as mutual funds, wrap accounts, insurance, and retirement plans to meet customer needs.

The position emphasizes relationship management, strategic initiative execution, and regulatory compliance to safeguard client assets and maintain privacy.