Wealth Planner & Financial Advisor

BMO U.S.; Phoenix (AZ); On-site; USD 51,800 - 95,900; Full time

Job summary

BMO U.S. is seeking a financial advisor in Phoenix, Arizona. This role includes providing comprehensive financial and investment planning, implementing business development strategies, and ensuring client satisfaction through effective advice and solutions.

The ideal candidate will have 4 to 6 years of experience, strong financial industry knowledge, and necessary licenses such as FINRA Series 6, 63, 65 or Series 7 and 66.

Qualifications

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

Responsibilities

• Provides financial and investment planning advice.
• Implements business development strategies to acquire new business.
• Identifies opportunities for referrals in customer conversations.

Skills

Financial industry knowledge

Communication skills

Analytical skills

Team collaboration skills

Education

Post-secondary degree in related field

Tools

FINRA Series 6, 63 & 65 Licenses

Life and Health Insurance Producer’s License

Job description

BMO U.S. is seeking a financial advisor in Phoenix, Arizona. This role includes providing comprehensive financial and investment planning, implementing business development strategies, and ensuring client satisfaction through effective advice and solutions.

The ideal candidate will have 4 to 6 years of experience, strong financial industry knowledge, and necessary licenses such as FINRA Series 6, 63, 65 or Series 7 and 66.