Wealth Planner & Investment Advisor

BMO U.S.; Burlington (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

At BMO Financial Group, we are seeking a seasoned advisor to deliver financial planning and investment guidance within a collaborative team. You will assess client needs, present solutions across managed products, and help drive asset growth through fee-based services.

You will implement relationship plans, coordinate with the team, and generate insights via reports and dashboards to support strategic decisions and a superior client experience.

Qualifications

• Typically 4-6 years of relevant experience and a related post-secondary degree.
• FINRA Series 6, 63 & 65 OR Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong knowledge of the financial industry and fee-based advice.
• Experience with managed products, deposits, and lending.

Responsibilities

• Provide financial planning and advice collaborating with team to deliver comprehensive banking solutions.
• Identify client needs and recommend solutions through managed products and services.
• Support sales targets for asset growth and fee-based advisory services.
• Develop and implement relationship management plans with lead relationship managers.
• Create reports and dashboards to support analysis and decision making.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical thinking

Influence & advisory skills

Data-driven decision making

Education

Post-secondary degree

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

Life and Health Insurance License

LTC Continuing Education

Job description

At BMO Financial Group, we are seeking a seasoned advisor to deliver financial planning and investment guidance within a collaborative team. You will assess client needs, present solutions across managed products, and help drive asset growth through fee-based services.

You will implement relationship plans, coordinate with the team, and generate insights via reports and dashboards to support strategic decisions and a superior client experience.