Wealth & Investment Advisor

BMO

Tucson (AZ)

On-site

USD 50,000 - 100,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a seasoned financial advisor to provide comprehensive planning and investment guidance. You will work with a team to tailor solutions, drive asset sales, and develop relationships with personal and commercial clients.

Strong licenses and experience with managed products are required to succeed in this role. This salaried position emphasizes compliance, data-driven analysis, and cross-functional collaboration to deliver client-centered banking solutions and

Qualifications

Typically, between 4-6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
FINRA Series 6, 63 & 65 Licenses OR FINRA 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 working with managed products and providing fee-based advice.
In-depth understanding of deposit and loan products and banking services.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Responsibilities

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.
Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
Implements business development strategies to acquire new business and cultivate referrals.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
Maintains a relationship management plan with the lead relationship manager.
Develops solutions and makes recommendations based on business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Coaches and advises others on the team by conducting joint appointments and sharing product knowledge.