Wealth Advisor: Strategic Financial Planning & Growth

BMO; Chicago (IL); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plan

Job summary

BMO Financial Group in Chicago seeks a Wealth Sales & Service professional to provide financial planning and investment guidance in collaboration with the team, delivering comprehensive banking solutions in customers' best interests. You identify client needs and offer solutions through managed products and services.

The role supports sales targets for asset growth, conducts seminars, builds networks, and coordinates with partners.

Qualifications

• Requires 4–6 years of relevant experience with a post-secondary degree.
• FINRA Series 6/63/65 or Series 7/66 licenses are required.
• Life and Health Insurance Producer’s License is required.
• Strong knowledge of managed products and fee-based financial planning.

Responsibilities

• Provide financial planning and advice aligning with client needs.
• Sell managed products and services including mutual funds and ETFs.
• Develop and implement business development strategies to acquire new clients.
• Coordinate with client relationship team to deliver a consultative sales process.

Skills

FINRA Licenses (6/63/65) or Series 7/6

Insurance Producer’s License

Financial planning & advisory

Sales target achievement

Education

Bachelor's degree in finance or related field

Job description

BMO Financial Group in Chicago seeks a Wealth Sales & Service professional to provide financial planning and investment guidance in collaboration with the team, delivering comprehensive banking solutions in customers' best interests. You identify client needs and offer solutions through managed products and services.

The role supports sales targets for asset growth, conducts seminars, builds networks, and coordinates with partners.