Wealth Planner & Financial Advisor

BMO U.S.; Cedar Rapids (IA); On-site; USD 51,800 - 95,900; Full time

Job summary

BMO U.S. is seeking a financial advisor responsible for providing comprehensive banking solutions including investment planning and advice. You will collaborate with team members to achieve sales and performance targets, and implement business development strategies to acquire new clients.

The ideal candidate has relevant experience along with necessary licenses. This role offers a competitive compensation package including a salary of $51,800.00 to $95,900.00 plus commission.

Qualifications

• Typically, 4 – 6 years of relevant experience.
• Strong working knowledge of financial industry.
• In-depth experience with managed products.

Responsibilities

• Provides financial and investment planning and advice.
• Supports sales and performance targets.
• Implements business development strategies.

Skills

Financial advisory

Analytical skills

Team collaboration

Problem solving

Data-driven decision making

Communication skills

Education

Post-secondary degree in related field

FINRA Series 6, 63 & 65 Licenses or Series 7 & 66

Life and Health Insurance Producer’s License

Job description

BMO U.S. is seeking a financial advisor responsible for providing comprehensive banking solutions including investment planning and advice. You will collaborate with team members to achieve sales and performance targets, and implement business development strategies to acquire new clients.

The ideal candidate has relevant experience along with necessary licenses. This role offers a competitive compensation package including a salary of $51,800.00 to $95,900.00 plus commission.