Wealth Planner & Investment Advisor

BMO U.S.; Sauk City (WI); On-site; USD 51,800 - 95,900; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group in the United States seeks a financial advisor to deliver comprehensive banking and investment planning in collaboration with the team. You will identify client needs and recommend solutions through managed products and services.

You will support sales targets, develop business strategies, generate referrals, and contribute to strategic initiatives while maintaining risk and compliance requirements.

Qualifications

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

Responsibilities

• Support achievement of sales and performance targets for asset sales, joint appointments, fee-based sales, and financial planning.
• Implement business development strategies to acquire new business and cultivate referrals.
• Identify opportunities to generate referrals during customer conversations.
• Coordinate and execute strategic initiatives with stakeholders; track metrics and milestones.
• Design and produce regular and ad-hoc reports and dashboards.
• Collaborate with the client relationship team to apply a consultative sales process.

Skills

Financial planning

Sales targets

Relationship management

Data analysis

Communication

Team collaboration

Education

Related post-secondary degree

Tools

FINRA Series 6,63,&65

FINRA Series 7,&66

Life & Health Insurance License

Job description

BMO Financial Group in the United States seeks a financial advisor to deliver comprehensive banking and investment planning in collaboration with the team. You will identify client needs and recommend solutions through managed products and services.

You will support sales targets, develop business strategies, generate referrals, and contribute to strategic initiatives while maintaining risk and compliance requirements.