Wealth Advisor & Financial Planning Specialist

BMO Harris Bank; San Diego (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Disability & life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Wealth Sales & Service professional in San Diego to deliver financial planning and advisory services in partnership with the team. You will assess client needs and offer solutions across managed products, funds, insurance, and retirement plans within regulatory guidelines.

Role requires experience in sales, relationship management, and the ability to develop business through referrals, seminars, and outbound calls while maintaining compliance and delivering

Qualifications

• FINRA Series 6, 63 & 65 or Series 7 & 66 licenses.
• Life and Health Insurance Producer's License.
• LTC Continuing Education Requirements.
• Strong working knowledge of the financial industry.
• Experience with managed products and fee-based advice.
• Understanding of deposit and loan products and banking services.

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 to generate referrals for personal and commercial banking products.
• Coordinates and executes activities for strategic initiatives including tracking metrics.
• Builds reports and dashboards and analyzes data to provide insights.
• Ensures risk and compliance processes are followed.

Skills

FINRA Licenses

Insurance License

LTC CE

Industry knowledge

Fee-based advisory

Deposits & loans

Communication skills

Analytical skills

Team collaboration

Data-driven decisions

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a Wealth Sales & Service professional in San Diego to deliver financial planning and advisory services in partnership with the team. You will assess client needs and offer solutions across managed products, funds, insurance, and retirement plans within regulatory guidelines.

Role requires experience in sales, relationship management, and the ability to develop business through referrals, seminars, and outbound calls while maintaining compliance and delivering