Strategic Wealth Advisor

BMO; Cerritos (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO is seeking a financial advisor to provide comprehensive banking and investment planning in collaboration with team members. The role focuses on delivering client solutions through managed products and referrals while supporting sales targets and strategic initiatives.

The ideal candidate has 4–6 years of relevant experience, maintains necessary FINRA licenses and life/health licenses, and demonstrates strong analytical and communication skills to enhance the client experience.

Qualifications

• Typically, 4–6 years of relevant experience with a post-secondary degree or equivalent.
• Strong knowledge of financial industry and products (deposits, loans, investments).
• Experience in fee-based advice and managed products.
• Proven ability to analyze data and provide insights.
• Strong collaboration and communication skills.

Responsibilities

• Support sales targets for new asset sales, joint appointments, fees, and planning.
• Implement business development strategies to acquire new business.
• Identify referral opportunities during customer conversations for banking products.
• Coordinate activities for strategic initiatives and track milestones.
• Develop tools and training; ensure data governance and reporting.

Skills

Verbal & written communication

Analytical thinking

Problem solving

Data driven decisions

Collaboration

Education

Post-secondary degree in related field

4-6 years of relevant experience

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

Life and Health Insurance Producer’s license

Tools

FINRA Licenses

Job description

BMO is seeking a financial advisor to provide comprehensive banking and investment planning in collaboration with team members. The role focuses on delivering client solutions through managed products and referrals while supporting sales targets and strategic initiatives.

The ideal candidate has 4–6 years of relevant experience, maintains necessary FINRA licenses and life/health licenses, and demonstrates strong analytical and communication skills to enhance the client experience.