Wealth Planner & Client Growth Advisor

BMO; Monona (WI); On-site; USD 52,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Monona, Wisconsin is seeking a Wealth Sales & Service professional to provide financial planning and advisory support, collaborating with the team to deliver comprehensive banking solutions focused on client needs. The role emphasizes sales targets, business development, client referrals, and effective partnership with relationship managers.

FINRA licenses and insurance credentials are required, with a strong emphasis on data-driven decision making and regulatory

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree or equivalent.
• 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 the financial industry.
• In-depth experience with managed products and fee-based advice.
• In-depth understanding of deposit and loan products and banking services.

Responsibilities

• 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 client conversations to generate referrals for banking products.
• Coordinates and executes activities for strategic initiatives with tracking of metrics and milestones.
• Designs and produces regular and ad-hoc reports and dashboards.
• Leads or participates in change management activities and stakeholder communication.
• Works with client relationship teams to apply a consultative sales process and enhance client experience.

Skills

Verbal & written comms

Analytical thinking

Data-driven decisions

Collaboration & teamwork

Financial industry knowledge

Education

Bachelor's degree or equivalent

Job description

BMO Financial Group in Monona, Wisconsin is seeking a Wealth Sales & Service professional to provide financial planning and advisory support, collaborating with the team to deliver comprehensive banking solutions focused on client needs. The role emphasizes sales targets, business development, client referrals, and effective partnership with relationship managers.

FINRA licenses and insurance credentials are required, with a strong emphasis on data-driven decision making and regulatory