Strategic Financial Planner & Investment Advisor

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

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Disability Insurance

Retirement Savings Plans

Job summary

BMO Financial Group in the United States seeks a Financial Advisor to provide planning and guidance, selling managed products and services while aligning with client needs and overall strategy.

The role emphasizes building relationships, driving new business, delivering fee-based advice, and collaborating with partners to ensure compliant, data-driven outcomes for clients’ personal and commercial banking goals. Four to six years of experience and relevant licenses are required.

Qualifications

• Typically 4–6 years of relevant experience.
• Post-secondary degree in related field or equivalent experience.
• FINRA Series licenses (6/63/65 or 7/66) or equivalent.
• Life and Health Insurance Producer’s License.
• LTC Continuing Education requirements completed.
• Strong knowledge of financial industry and managed products.

Responsibilities

• Provide financial planning and advice; sell managed products and services.
• Achieve sales and performance targets for asset sales and financial planning.
• Develop business by outbound calls, seminars, and referrals.
• Identify opportunities during client conversations and referrals to cross-sell.

Skills

FINRA Licenses

Life & Health Insurance

LTC Continuing Education

Analytical skills

Communication skills

Team collaboration

Data-driven decisions

Education

Post-secondary degree

Job description

BMO Financial Group in the United States seeks a Financial Advisor to provide planning and guidance, selling managed products and services while aligning with client needs and overall strategy.

The role emphasizes building relationships, driving new business, delivering fee-based advice, and collaborating with partners to ensure compliant, data-driven outcomes for clients’ personal and commercial banking goals. Four to six years of experience and relevant licenses are required.