Wealth Planner & Investment Advisor

Koitecc Solutions; Appleton (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a results-oriented financial Sales & Service professional in the United States. The role focuses on wealth sales and service, delivering comprehensive banking solutions through managed products, with guidance from the team to help clients achieve their financial goals.

The candidate should have 4–6 years of relevant experience, appropriate FINRA licenses, and life/health licensing.

Qualifications

• Strong working knowledge of financial industry.
• In-depth experience with managed products and fee-based advice.
• Understanding of deposit and loan products and banking services.

Responsibilities

• Provide financial planning and advice in collaboration with team to deliver banking solutions.
• Identify client needs and offer products and services to meet them.
• Develop strategies and recommendations aligned with business goals and stakeholder needs.
• Support implementation of strategic initiatives with internal and external partners.
• Create reports and dashboards to monitor performance and trends.

Skills

Analytical thinking

Verbal & written communication

Collaboration

Data driven decisions

Education

Post-secondary degree in related field

FINRA licenses (6/63/65 or 7/66)

Life & Health Insurance Producer's License

LTC Continuing Education

Job description

BMO Financial Group is seeking a results-oriented financial Sales & Service professional in the United States. The role focuses on wealth sales and service, delivering comprehensive banking solutions through managed products, with guidance from the team to help clients achieve their financial goals.

The candidate should have 4–6 years of relevant experience, appropriate FINRA licenses, and life/health licensing.