Wealth Planner & Financial Solutions Advisor

BMO; Bakersfield (CA); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life + retirement plan

Job summary

BMO Financial Group is seeking a Wealth Sales & Service professional in Bakersfield, CA to deliver comprehensive banking and investment advice. You will determine client needs and provide solutions through managed products and referrals, while aiming to surpass asset sales targets.

Responsibilities include developing business strategies, conducting client seminars, and partnering with the lead relationship manager to execute strategic initiatives and deliver superior client experiences.

Qualifications

• Requires post-secondary degree or equivalent experience.
• FINRA Series 6/63/65 licenses or Series 7/66 licenses.
• Life and Health Insurance Producer’s License required.
• LTC Continuing Education required.
• Strong knowledge of financial industry and managed products.

Responsibilities

• Provide financial planning and advice in collaboration with team members.
• Achieve sales and performance targets for asset sales and financial planning.
• Develop and implement business development strategies to acquire new business.
• Identify referral opportunities during client conversations to broaden product usage.
• Coordinate with relationship managers to implement a client strategy and deliver solutions.

Skills

Communication

Analytical skills

Data-driven decisions

Collaboration

Problem solving

Education

Post-secondary degree

Tools

FINRA licenses

Insurance license

Job description

BMO Financial Group is seeking a Wealth Sales & Service professional in Bakersfield, CA to deliver comprehensive banking and investment advice. You will determine client needs and provide solutions through managed products and referrals, while aiming to surpass asset sales targets.

Responsibilities include developing business strategies, conducting client seminars, and partnering with the lead relationship manager to execute strategic initiatives and deliver superior client experiences.