Wealth & Banking Advisor — Client Strategy & Growth

BMO Financial Group; 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

BMO Financial Group is seeking a licensed financial professional in the U.S. to deliver advisory services and banking solutions. You will work with clients to assess needs, present managed products and coordinate referrals, while meeting sales targets and participating in ongoing training.

The role emphasizes regulatory compliance, data analysis, and collaboration with relationship teams to support client financial plans and wealth strategies.

Qualifications

• FINRA Series 6, 63 & 65 Licenses OR Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of financial industry.
• In-depth experience with managed products and fee-based advice.

Responsibilities

• Supports achievement of sales and performance targets for 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 banking products.
• Develops solutions and makes recommendations based on business strategy.
• Provides advice and guidance to assigned business on implementation of solutions.
• Coordinates and executes activities for strategic initiatives; tracks metrics and milestones.
• Builds change management plans and leads related activities.
• Communicates product developments to sales management and team.

Skills

Financial services experience

Sales & advisory skills

Relationship management

Data analysis

Communication skills

Education

Bachelor's degree

Tools

FINRA Licenses

Insurance Licenses

Job description

BMO Financial Group is seeking a licensed financial professional in the U.S. to deliver advisory services and banking solutions. You will work with clients to assess needs, present managed products and coordinate referrals, while meeting sales targets and participating in ongoing training.

The role emphasizes regulatory compliance, data analysis, and collaboration with relationship teams to support client financial plans and wealth strategies.