Wealth Planner & Investment Advisor

Hispanic Alliance for Career Enhancement; Concord (CA); On-site; USD 63,300 - 117,200; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Financial Sales & Service professional in the US to provide wealth planning and advisory services in collaboration with team members. You will determine client needs and present solutions through managed products, including mutual funds and retirement plans.

The role emphasizes relationship management, data-driven insights, and collaboration with internal and external partners to deliver a comprehensive banking solution in customers' best interests.

Qualifications

• 4–6 years relevant experience and a post-secondary degree or equivalent.
• In-depth knowledge of managed products and fee-based advice.
• Strong communication and analytical skills.

Responsibilities

• Supports sales targets for asset sales, financial planning and seminars.
• Develops business development strategies and referrals.
• Identifies opportunities through client conversations for referrals.
• Prepares reports and dashboards and analyzes performance metrics.

Skills

FINRA Licenses

Communication skills

Data analysis

Education

Post-secondary degree

Tools

Data visualization

Reporting tools

Job description

BMO Financial Group is seeking a Financial Sales & Service professional in the US to provide wealth planning and advisory services in collaboration with team members. You will determine client needs and present solutions through managed products, including mutual funds and retirement plans.

The role emphasizes relationship management, data-driven insights, and collaboration with internal and external partners to deliver a comprehensive banking solution in customers' best interests.