Strategic Wealth Advisor

BMO; Antioch (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 is seeking a financial services professional in the United States to provide comprehensive financial planning and investment advice, coordinating with team members to deliver banking solutions in the customer’s best interests. The role focuses on meeting sales targets, developing new business, and leveraging referrals to grow personal and commercial banking products.

You will work with managed products, insurance, and retirement solutions to tailor plans for clients.

Qualifications

• Typically, between 4-6 years of relevant experience and post-secondary degree in related field.
• FINRA Series licenses OR FINRA Series 7 & 66 license(s).
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of financial industry.
• In-depth experience with managed products and fee-based advice.
• In-depth understanding of deposit and loan products and banking services.

Responsibilities

• Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
• Implements business development strategies to acquire new business and cultivate referrals.
• Identifies opportunities during customer conversations to generate referrals for banking products.
• Implements a relationship management plan in collaboration with the lead relationship manager.
• Develops solutions and makes recommendations based on business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.

Skills

Sales skills

Financial planning

Client relationship management

Analytical thinking

Communication skills

Regulatory compliance knowledge

Data analysis

Education

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

Life & Health Insurance License

LTC Continuing Education Requirements

Post-secondary degree in related field

Job description

BMO is seeking a financial services professional in the United States to provide comprehensive financial planning and investment advice, coordinating with team members to deliver banking solutions in the customer’s best interests. The role focuses on meeting sales targets, developing new business, and leveraging referrals to grow personal and commercial banking products.

You will work with managed products, insurance, and retirement solutions to tailor plans for clients.