Wealth Planner & Investment Advisor

Hispanic Alliance for Career Enhancement; Bakersfield (CA); On-site; USD 57,500 - 106,500; Full time

Job summary

BMO Financial Group is seeking an experienced financial advisor within the Wealth Sales & Service function in the Bakersfield area. You will provide financial and investment planning in collaboration with the team, assess client needs, and offer solutions through managed products and services including mutual funds, ETFs, insurance, and retirement plans.

You will support sales targets and lead development efforts with branch staff.

Qualifications

• Typically, 4–6 years of relevant experience and a related post-secondary degree or equivalent.

Responsibilities

• Supports achievement of sales targets for asset sales, financial planning, and fee-based services.
• Implements business development strategies to acquire new business and referrals.
• Identifies opportunities to generate referrals for banking products during client conversations.
• Coordinates and executes activities for strategic initiatives with stakeholders.
• Builds reports and dashboards to support analysis and decision making.
• Ensures alignment with risk management policies and regulatory requirements.

Skills

Sales & relationship building

Financial advisory

Data analysis

Verbal & written communication

Regulatory compliance

Strategic thinking

Problem solving

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking an experienced financial advisor within the Wealth Sales & Service function in the Bakersfield area. You will provide financial and investment planning in collaboration with the team, assess client needs, and offer solutions through managed products and services including mutual funds, ETFs, insurance, and retirement plans.

You will support sales targets and lead development efforts with branch staff.