Strategic Financial Advisor & Wealth Planner

BMO U.S.; Wheaton (IL); 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 in the United States seeks a financial advisor to collaborate with team members and deliver a comprehensive banking solution aligned with customer interests. You will assess client needs, help implement solutions via managed products, mutual funds, insurance, and retirement plans, and refer opportunities to partners.

Role emphasizes meeting sales targets, developing new business through outreach and seminars, and maintaining compliant, data-driven client service.

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.
• Experience with managed products and fee-based advice.

Responsibilities

• Provides financial planning and advice to deliver comprehensive banking solutions.
• Supports achievement of sales and performance targets for asset sales and financial planning.
• Identifies opportunities to generate referrals and cultivate business.
• Coordinates and executes strategic initiatives and builds reporting for analysis.
• Supports risk and compliance processes and protects assets.

Skills

Data-driven decisions

Analytical thinking

Communication skills

Collaboration

Problem solving

Education

Post-secondary degree

Tools

FINRA Licenses

Life & Health Insurance

Job description

BMO Financial Group in the United States seeks a financial advisor to collaborate with team members and deliver a comprehensive banking solution aligned with customer interests. You will assess client needs, help implement solutions via managed products, mutual funds, insurance, and retirement plans, and refer opportunities to partners.

Role emphasizes meeting sales targets, developing new business through outreach and seminars, and maintaining compliant, data-driven client service.