Wealth Planner & Financial Advisor

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

Job summary

BMO U.S. is looking for a professional in Sun City West, Arizona, to provide comprehensive financial and investment planning and advice. This role involves collaborating with team members, determining client needs, and recommending managed products. Candidates should have 4 to 6 years of relevant experience, as well as necessary financial licenses.

The ideal candidate will support sales targets, develop client solutions, and collaborate with stakeholders while focusing on delivering a quality client experience. Compensation ranges from $51,800 to $95,900, and includes a salaried and commission structure.

Qualifications

• 4-6 years of relevant experience in financial services.
• Strong knowledge of financial products including managed products.
• Experience in providing fee-based advice.

Responsibilities

• Provide financial and investment planning and advice.
• Determine client needs and provide solutions through managed products.
• Support sales and performance targets for asset sales.
• Implement business development strategies.
• Conduct independent analysis and assessments.
• Build effective relationships with stakeholders.
• Identify opportunities for client referrals.

Skills

Financial industry knowledge

Analytical skills

Written communication skills

Verbal communication skills

Collaboration skills

Problem-solving skills

Influence skills

Data-driven decision making

Education

Post-secondary degree in related field

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

Life and Health Insurance Producer’s License

Completed LTC Continuing Education Requirements

Job description

BMO U.S. is looking for a professional in Sun City West, Arizona, to provide comprehensive financial and investment planning and advice. This role involves collaborating with team members, determining client needs, and recommending managed products. Candidates should have 4 to 6 years of relevant experience, as well as necessary financial licenses.

The ideal candidate will support sales targets, develop client solutions, and collaborate with stakeholders while focusing on delivering a quality client experience. Compensation ranges from $51,800 to $95,900, and includes a salaried and commission structure.