Wealth Planner & Investment Advisor

BMO U.S.; Arizona; On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a Wealth Sales & Service professional to provide financial planning and investment guidance. You will determine client needs, offer managed products and services, and drive new business through outreach, seminars, and referrals.

Role emphasizes relationship management, cross-team collaboration, and adherence to risk/compliance standards while supporting sales targets and strategic initiatives.

Qualifications

• Typically 4–6 years of relevant experience with a related degree or equivalent.
• Licensing in FINRA series and life/health insurance required.
• Experience with managed products and fee-based advice.
• Knowledge of deposit and loan products and banking services.
• Strong communication, collaboration, and analytical skills.

Responsibilities

• Provide financial planning and advice in collaboration with team members.
• Identify client needs and tailor solutions via managed products and services.
• Pursue new business through outbound calls, seminars, and referrals.
• Maintain relationship plans and coordinate with relationship managers.
• Communicate product developments to the sales team and mentor others.

Skills

FINRA Series 6/63/65

FINRA Series 7/66

Life & Health Insurance

LTC Continuing Education

Financial planning expertise

Data-driven decision making

Education

Post-secondary degree

Job description

BMO Financial Group seeks a Wealth Sales & Service professional to provide financial planning and investment guidance. You will determine client needs, offer managed products and services, and drive new business through outreach, seminars, and referrals.

Role emphasizes relationship management, cross-team collaboration, and adherence to risk/compliance standards while supporting sales targets and strategic initiatives.