Investment & Financial Planning Advisor

BMO U.S.; Glen Ellyn (IL); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Job summary

BMO Financial Group is seeking a financial planning advisor to deliver comprehensive banking solutions in collaboration with team members in the United States. You will determine client needs and provide solutions through sales of managed products and services such as mutual funds, insurance, and retirement plans.

You will support sales targets, develop business strategies, and work with a broad network of partners to enhance the client experience while maintaining regulatory compliance and risk

Qualifications

• Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of financial industry.
• In-depth experience working with managed products and providing fee-based advice.
• In-depth understanding of deposit and loan (including mortgage) products and banking services.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & teamwork skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Provides financial planning and advice through the sale of managed products and services.
• Supports achievement of sales and performance targets for asset sales and financial planning.
• Implements business development strategies to acquire new business and referrals.
• Identifies opportunities to generate referrals during customer conversations.
• Coordinates and executes strategic initiatives with stakeholders.
• Builds dashboards and reports to monitor metrics and performance.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical & problem solving

Influence & negotiation

Data-driven decision making

Financial industry knowledge

Education

Post-secondary degree in related field

FINRA Series 6, 63 & 65 licenses OR Series 7 & 66 licenses

Life and Health Insurance Producer’s License

LTC Continuing Education Requirements

Job description

BMO Financial Group is seeking a financial planning advisor to deliver comprehensive banking solutions in collaboration with team members in the United States. You will determine client needs and provide solutions through sales of managed products and services such as mutual funds, insurance, and retirement plans.

You will support sales targets, develop business strategies, and work with a broad network of partners to enhance the client experience while maintaining regulatory compliance and risk