Wealth Advisor & Financial Planning Specialist

Koitecc Solutions; Long Beach, Northern (CA, KY); Hybrid; USD 63,000 - 117,000; 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 is recruiting for a Wealth Sales & Service professional to deliver financial planning, advisory services, and managed product solutions. You will support sales targets, build referrals, and collaborate with leadership to implement strategic initiatives.

The role requires licenses, a strong financial services background, and the ability to analyze data for insights and client guidance.

Qualifications

• 4–6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• FINRA licenses (6, 63 & 65 OR 7 & 66).
• Life and Health Insurance Producer's License.
• LTC Continuing Education Requirements.
• Strong working knowledge of financial industry.
• Experience with managed products and fee-based advice.
• Understanding of deposit and loan products and banking services.
• Verbal & written communication skills.
• Collaboration & team skills.
• Analytical and problem solving skills.
• Influence skills and data-driven decision making.

Responsibilities

• Supports sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
• Implements business development strategies to acquire new business and cultivate referrals.
• Identifies opportunities to generate referrals for personal and commercial banking products.
• Implements a relationship management plan with the lead relationship manager.
• Determines client needs and provides solutions through the sale of managed products and services.
• Develops solutions aligned with business strategy and stakeholder needs.
• Provides guidance on solution implementation.
• Supports execution of strategic initiatives with stakeholders.
• Tracks metrics and milestones for initiatives.
• Manages databases and provides support for analysis, forecasting and data visualization with governance standards.
• Breaks down strategic problems and provides insights and recommendations.
• Monitors performance and addresses issues.
• Designs and produces regular and ad-hoc reports and dashboards.
• Leads or participates in change management activities and communications.
• Delivers timely, accurate, and efficient service.
• Develops tools and training programs and may deliver training.
• Collaborates with client relationship team to apply consultative sales.
• Introduces clients to investment strategies and develops financial plans.
• Ensures alignment among stakeholders and risk/compliance adherence.
• Focus is primarily on business/group within BMO; may have enterprise-wide focus.

Skills

Analytical skills

Communication skills

Team collaboration

Data-driven decisions

Relationship management

Education

FINRA licenses

Insurance license

LTC continuing education

Job description

BMO Financial Group in the United States is recruiting for a Wealth Sales & Service professional to deliver financial planning, advisory services, and managed product solutions. You will support sales targets, build referrals, and collaborate with leadership to implement strategic initiatives.

The role requires licenses, a strong financial services background, and the ability to analyze data for insights and client guidance.