Wealth Advisor & Investment Planning Expert

BMO; Appleton (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Wealth Advisor to provide financial and investment planning in collaboration with team members. The role focuses on understanding client needs and delivering solutions through managed products and services, including mutual funds, wrap accounts, insurance, and retirement plans.

The position emphasizes meeting sales targets, developing new business, and leveraging referrals from branches and partners while maintaining high ethical standards and regulatory

Qualifications

• 4–6 years of relevant experience and related degree.
• FINRA Series 6, 63 & 65 licenses OR Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.
• LTC Continuing Education Requirements completed.
• Strong knowledge of financial industry and managed products.

Responsibilities

• Supports achievement of sales and performance targets for asset sales, financial planning, and investments.
• Implements business development strategies to acquire new business and referrals.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
• Coordinates and executes activities for strategic initiatives, including tracking metrics.
• Designs and produces reports and dashboards; supports data analysis and forecasting.

Skills

Sales & planning

Client advisory

Relationship management

Data analysis

Communication skills

Financial services

Regulatory knowledge

Education

Bachelor's degree in related field

Tools

CRM systems

Excel

Data viz tools

Job description

BMO Financial Group is seeking a Wealth Advisor to provide financial and investment planning in collaboration with team members. The role focuses on understanding client needs and delivering solutions through managed products and services, including mutual funds, wrap accounts, insurance, and retirement plans.

The position emphasizes meeting sales targets, developing new business, and leveraging referrals from branches and partners while maintaining high ethical standards and regulatory