Wealth Planner & Investment Advisor

BMO; Cedar Rapids (IA); On-site; USD 52,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group’s Wealth Sales & Service team seeks an experienced professional to provide financial planning and advisory services in collaboration with the client relationship team. You will identify client needs and present solutions through managed products and services while pursuing sales goals.

Ideal candidates have 4–6 years of relevant experience, FINRA licenses (6/63/65 or 7/66), Life and Health Insurance license, LTC CE, and strong communication, analytical, and collaborative

Qualifications

• 4–6 years of relevant experience with post-secondary degree.
• FINRA licenses as listed (6/63/65 or 7/66).
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of financial industry and managed products.

Responsibilities

• Provide financial planning and advisory services in collaboration with client relationship team.
• Identify client needs and present solutions through managed products and services.
• Support achievement of sales targets for new asset sales, fee-based sales, and financial planning.
• Develop and implement relationship management plans with lead relationship manager.
• Coordinate development of business strategies and provide data-driven insights.

Skills

Communication skills

Collaboration

Analytical thinking

Influence

Data-driven decisions

Education

FINRA Series 6/63/65

FINRA Series 7/66

Life and Health Insurance License

LTC Continuing Education

Job description

BMO Financial Group’s Wealth Sales & Service team seeks an experienced professional to provide financial planning and advisory services in collaboration with the client relationship team. You will identify client needs and present solutions through managed products and services while pursuing sales goals.

Ideal candidates have 4–6 years of relevant experience, FINRA licenses (6/63/65 or 7/66), Life and Health Insurance license, LTC CE, and strong communication, analytical, and collaborative