Wealth Advisor: Strategic Investment Planning

Bank of Montreal; Burlington (WI); 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

Bank of Montreal is hiring for a Wealth Sales & Service role in the United States. You will provide financial planning and advisory services, collaborating with the team to deliver comprehensive banking solutions that meet client needs.

The role emphasizes selling managed products, facilitating referrals, and contributing to strategic sales initiatives. The position requires licenses (FINRA) and Life/Health Insurance credentials, with a strong emphasis on data-driven decision making, analytical

Qualifications

• Requires 4–6 years of relevant experience and a post-secondary degree or equivalent.
• FINRA licenses as listed (6/63/65 or 7/66) and Life & Health Insurance licenses required; LTC CE requirements.
• Strong knowledge of managed products and fee-based advice.
• Experience with deposit and loan products and banking services; technical proficiency via education/experience.

Responsibilities

• Provides financial and investment planning and advice in collaboration with team members to deliver a comprehensive banking solution.
• Sells managed products and services (mutual funds, wrap accounts, ETFs, insurance, annuities, retirement plans).
• Supports achievement of sales and performance targets for asset and fee-based sales; participates in business development initiatives.
• Builds relationships and referrals through client conversations and seminars; coordinates with partner teams.

Skills

Communication skills

Analytical thinking

Sales & advisory

Financial industry knowledge

Data analysis

Team collaboration

Education

Post-secondary degree in related field

FINRA Series 6, 63 & 65 OR 7 & 66 licenses

Life and Health Insurance Producer’s License

LTC Continuing Education Requirements

Job description

Bank of Montreal is hiring for a Wealth Sales & Service role in the United States. You will provide financial planning and advisory services, collaborating with the team to deliver comprehensive banking solutions that meet client needs.

The role emphasizes selling managed products, facilitating referrals, and contributing to strategic sales initiatives. The position requires licenses (FINRA) and Life/Health Insurance credentials, with a strong emphasis on data-driven decision making, analytical