Wealth Planner & Client Strategy Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Monona, WI is seeking a licensed financial professional to drive wealth sales and advisory services. You will develop client relationships, assess needs, and provide solutions across banking, lending, investments, and financial planning.

Role emphasizes strategic initiatives, data-driven insights, and collaboration with the client relationship team to enhance the client experience. On-site position with competitive pay and benefits.

Qualifications

• 4-6 years of relevant experience
• FINRA Series 6, 63 & 65 or Series 7 & 66 licenses
• Life and Health Insurance Producer’s License
• Completed LTC Continuing Education Requirements
• Strong working knowledge of financial industry
• Experience with managed products and fee-based advice
• Understanding of deposit and loan products
• Verbal & written communication skills
• Collaboration & team skills
• Analytical and problem solving skills
• Influence skills
• Data driven decision making

Responsibilities

• Supports 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 to generate referrals during customer conversations.
• Implements a relationship management plan with the lead relationship manager.
• Determines client needs and provides solutions through the sale of managed products and services.
• Builds change management plans and participates in change initiatives.
• Coordinates and executes strategic initiatives with stakeholders; tracks metrics and milestones.
• Develops reports and dashboards; ensures data governance.

Skills

Sales & advisory

Relationship management

Financial industry knowledge

Communication skills

Analytical skills

Problem solving

Collaboration

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Monona, WI is seeking a licensed financial professional to drive wealth sales and advisory services. You will develop client relationships, assess needs, and provide solutions across banking, lending, investments, and financial planning.

Role emphasizes strategic initiatives, data-driven insights, and collaboration with the client relationship team to enhance the client experience. On-site position with competitive pay and benefits.