Wealth & Investment Advisor

BMO; Wheaton (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 the United States seeks a seasoned financial advisor to deliver comprehensive banking and investment planning solutions. You will assess client needs, propose managed products, and work with the relationship team to grow assets and enhance the client experience.

You will drive new business, conduct seminars, cultivate referrals, and create reports/dashboards while following risk and regulatory standards to protect clients and assets.

Qualifications

• Strong working knowledge of the financial industry.
• In-depth experience with managed products and fee-based advice.
• In-depth understanding of deposit and loan products and banking services.
• Verbal & written communication skills – in-depth.
• Collaboration & team skills – in-depth.
• Data-driven decision making – in-depth.

Responsibilities

• Supports achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
• Develops solutions and makes recommendations based on business strategy and stakeholder needs.
• Builds change management plans and leads related activities.
• Ensures alignment between stakeholders and adheres to risk/compliance policies.

Skills

Consultative sales

Analytical thinking

Data-driven decisions

Verbal & written communication

Collaboration & teamwork

Education

Bachelor's degree in related field

FINRA Series 6, 63 & 65 Licenses

Life and Health Insurance Producer’s License

LTC Continuing Education Requirements

Tools

Databases

Dashboards/Reporting

Job description

BMO Financial Group in the United States seeks a seasoned financial advisor to deliver comprehensive banking and investment planning solutions. You will assess client needs, propose managed products, and work with the relationship team to grow assets and enhance the client experience.

You will drive new business, conduct seminars, cultivate referrals, and create reports/dashboards while following risk and regulatory standards to protect clients and assets.