Wealth Planner & Financial Advisor

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

Job summary

BMO U.S. in Tucson, Arizona is seeking a Financial Advisor to provide comprehensive financial and investment planning. You will collaborate with team members to deliver tailored solutions, support sales targets, and develop strong client relationships.

The ideal candidate has 4-6 years of relevant experience and strong knowledge of financial products. You will also be responsible for identifying business opportunities and implementing sales strategies, ensuring an excellent client experience while adhering to compliance standards.

Qualifications

• Typically, 4 – 6 years of relevant experience.
• In-depth experience with managed products and fee-based advice.
• Technical proficiency in financial services.

Responsibilities

• Provides financial and investment planning and advice.
• Supports achievement of sales and performance targets.
• Identifies opportunities during customer conversations.
• Implements business development strategies.
• Leads or participates in change management activities.

Skills

Financial industry knowledge

Analytical skills

Communication skills

Collaboration skills

Problem solving skills

Education

Post-secondary degree in a related field

Tools

Financial software tools

Job description

BMO U.S. in Tucson, Arizona is seeking a Financial Advisor to provide comprehensive financial and investment planning. You will collaborate with team members to deliver tailored solutions, support sales targets, and develop strong client relationships.

The ideal candidate has 4-6 years of relevant experience and strong knowledge of financial products. You will also be responsible for identifying business opportunities and implementing sales strategies, ensuring an excellent client experience while adhering to compliance standards.