Strategic Wealth Advisor — Fee‑Based Planning

BMO Harris Bank; Glen Ellyn (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 is seeking a skilled wealth sales professional in Illinois to deliver comprehensive banking and investment planning solutions. The role emphasizes collaboration with team members to assess client needs and provide appropriate managed products, including mutual funds and insurance, while supporting growth and referrals.

Required background includes 4–6 years of relevant experience and post-secondary education, with FINRA licensing and life/health insurance credentials.

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.
• Strong working knowledge of financial industry.
• In-depth experience working with managed products and providing fee-based advice.

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 (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Monitors and tracks performance and addresses any issues.

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a skilled wealth sales professional in Illinois to deliver comprehensive banking and investment planning solutions. The role emphasizes collaboration with team members to assess client needs and provide appropriate managed products, including mutual funds and insurance, while supporting growth and referrals.

Required background includes 4–6 years of relevant experience and post-secondary education, with FINRA licensing and life/health insurance credentials.