Strategic Wealth Advisor & Planning Specialist

BMO Financial; Milwaukee (WI); 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 in Milwaukee seeks a Wealth Sales & Service professional to deliver financial planning and advice in collaboration with team members. You will identify client needs, offer managed products, and drive asset growth through strategic outreach and referrals.

The role requires 4–6 years of experience, appropriate FINRA/licensing, and a solid understanding of banking solutions. The team emphasizes consultative selling, compliance, and client-centric service.

Qualifications

• Typically, 4–6 years of relevant experience with a related post-secondary degree.
• Licenses: FINRA 6/63/65 or 7/66; Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong knowledge of the financial industry and experience with managed products.
• Experience with fee-based advice and deposit/loan products.

Responsibilities

• Support achievement of sales and performance targets for asset sales and financial planning.
• Develop business by outbound campaigns, seminars, and referrals.
• Identify opportunities to generate referrals for banking products.
• Collaborate with lead relationship manager on relationship plans.
• Provide investment guidance and develop financial plans with clients.
• Prepare reports, dashboards, and performance metrics.
• Ensure risk and regulatory compliance and governance adherence.
• Engage with internal/external stakeholders to optimize client experience.

Skills

Financial planning

Sales & service

Asset sales

Relationship management

Data analysis

Forecasting

Dashboards

Change management

Communication

Collaboration

Problem solving

Regulatory compliance

Consultative sales

Education

Post-secondary degree in related field

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

Life and Health Insurance Producer’s License

LTC Continuing Education Requirements

Tools

CRM systems

Data visualization tools

Job description

BMO Financial Group in Milwaukee seeks a Wealth Sales & Service professional to deliver financial planning and advice in collaboration with team members. You will identify client needs, offer managed products, and drive asset growth through strategic outreach and referrals.

The role requires 4–6 years of experience, appropriate FINRA/licensing, and a solid understanding of banking solutions. The team emphasizes consultative selling, compliance, and client-centric service.