Wealth Advisor & Fee-Based Financial Planner

BMO Harris Bank; Minneapolis (MN); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Life insurance

Job summary

BMO Harris Bank is seeking a Wealth Sales & Service professional in Minneapolis. You will provide financial planning and advisory services, partnering with team members to deliver comprehensive banking solutions.

Role emphasizes asset sales, fee-based advice, and referrals across personal and commercial products. Licenses and regulatory compliance are essential, with competitive compensation and benefits offered.

Qualifications

• 4-6 years relevant experience with post-secondary degree.
• FINRA licenses 6, 63 & 65 OR FINRA licenses 7 & 66.
• Life and Health Insurance Producer's License.
• Completed LTC Continuing Education Requirements.
• In-depth knowledge of managed products and fee-based advice.
• Strong communication and analytical skills.
• Understanding of deposit and loan (including mortgage) products.

Responsibilities

• Supports achievement of sales and performance targets for new asset sales and financial planning.
• Implements business development strategies to acquire new business and referrals.
• Identifies opportunities during conversations to generate referrals for banking products.
• Coordinates and executes strategic initiatives with stakeholders.
• Builds change management plans and delivers training when needed.
• Produces regular reports and dashboards to track performance.
• Ensures compliance with risk and regulatory requirements.
• Develops and promotes client-focused investment planning.

Skills

Financial product knowledge

Sales aptitude

Analytical skills

Communication skills

Team collaboration

Data analysis & reporting

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a Wealth Sales & Service professional in Minneapolis. You will provide financial planning and advisory services, partnering with team members to deliver comprehensive banking solutions.

Role emphasizes asset sales, fee-based advice, and referrals across personal and commercial products. Licenses and regulatory compliance are essential, with competitive compensation and benefits offered.