Wealth & Investment Planning Advisor

BMO U.S.; Oakley (CA); Sur place; USD 65 000 - 140 000; Plein temps

Avantages offerts par ce poste

Health insurance

Retirement savings plans

Tuition reimbursement

Résumé du poste

BMO Financial Group in the United States is seeking a Financial Advisor/Relationship Manager to deliver comprehensive banking solutions, advise on investments, and drive asset growth. You will coordinate with the team to implement strategic plans, conduct client conversations, and manage referrals for personal and commercial banking products.

The role emphasizes client-centric financial planning, regulatory compliance, and cross-functional collaboration to enhance the client experience.

Qualifications

• Typically 4–6 years of relevant experience with a post-secondary degree or equivalent.
• In-depth experience with managed products and fee-based advice.
• Strong knowledge of the financial industry and banking products.
• Ability to collaborate with team members and stakeholders.
• Data-driven decision making and analytical problem solving.

Responsabilités

• Provide financial planning and investment advice in collaboration with the team.
• Achieve sales and performance targets for asset sales and financial planning.
• Develop business development strategies and cultivate referrals.
• Identify opportunities to generate referrals for banking and investment products.
• Create reports and dashboards and monitor performance metrics.

Connaissances

Sales experience

Client advisory

Financial analysis

Relationship management

Data analysis

Communication skills

Regulatory knowledge

Formation

FINRA Series 6, 63 & 65 licenses

FINRA Series 7 & 66 licenses

Life and Health Insurance License

LTC Continuing Education

Outils

CRM systems

Excel

Description du poste

BMO Financial Group in the United States is seeking a Financial Advisor/Relationship Manager to deliver comprehensive banking solutions, advise on investments, and drive asset growth. You will coordinate with the team to implement strategic plans, conduct client conversations, and manage referrals for personal and commercial banking products.

The role emphasizes client-centric financial planning, regulatory compliance, and cross-functional collaboration to enhance the client experience.