Strategic Wealth Advisor

BMO

United States

On-site

USD 65,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a Wealth Advisor within the Wealth Sales & Service group to provide comprehensive financial planning and advice in collaboration with the team. You will determine client needs and deliver solutions through sales of managed products and services, including mutual funds, annuities, and retirement plans.

You will support business development, conduct seminars, and cultivate referrals while ensuring regulatory compliance and alignment with the bank's risk framework.

Qualifications

4–6 years of experience in wealth sales
FINRA licenses as listed
Insurance producer license
LTC continuing education completed
Strong knowledge of financial products and services
Experience with fee-based advice and managed products

Responsibilities

Provide financial planning and advice to clients in collaboration with team members
Sell managed products and services and meet sales targets
Develop business through seminars and outbound campaigns and referrals
Coordinate with relationship managers and partners to implement solutions

Skills

FINRA licenses

Life & health license

LTC CE completed

Financial knowledge

Managed products

Deposit & loan products

Technical proficiency

Communication skills

Team collaboration

Analytical thinking

Influence skills

Data-driven decisions

Education

Post-secondary degree

Job description

You will support business development, conduct seminars, and cultivate referrals while ensuring regulatory compliance and alignment with the bank's risk framework.

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