Wealth Advisor - Fee-Based Planning & Investments

BMO U.S.; San Diego (CA); 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 the United States (San Diego area) is seeking a results-oriented financial professional to deliver comprehensive planning and investment advice in collaboration with a team. You will assess client needs and provide solutions through managed products, funds, insurance, annuities, and related services.

You will support sales targets for asset growth and fee-based guidance, develop business through seminars and referrals, and work with the relationship team to implement

Qualifications

• Typically 4-6 years of relevant experience with a post-secondary degree or equivalent.
• FINRA licenses and Life/Health licenses are required.
• Experience with managed products and fee-based advisory services is essential.

Responsibilities

• Provide financial planning and investment advice to clients.
• Identify client needs and supply solutions through managed products and services.
• Drive new asset sales and fee-based advisory opportunities through referrals and seminars.
• Collaborate with the relationship team to implement strategic plans.
• Develop reports and dashboards to monitor performance and outcomes.
• Ensure compliance with risk and regulatory requirements.

Skills

FINRA licenses

Insurance licenses

LTC CE

Financial industry knowledge

Managed products

Fee-based advisory

Data-driven decisions

Analytical skills

Communication

Collaboration

Education

Post-secondary degree

Job description

BMO Financial Group in the United States (San Diego area) is seeking a results-oriented financial professional to deliver comprehensive planning and investment advice in collaboration with a team. You will assess client needs and provide solutions through managed products, funds, insurance, annuities, and related services.

You will support sales targets for asset growth and fee-based guidance, develop business through seminars and referrals, and work with the relationship team to implement