Wealth Planner & Investment Advisor

BMO U.S.; Walnut Creek (CA); On-site; USD 63,000 - 117,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States (California) seeks a financial professional to provide thorough financial planning and advice in collaboration with the team. You will assess client needs and deliver solutions through the sale of managed products and services, including mutual funds, ETF wrap accounts, insurance, annuities, and retirement plans.

You will support sales targets, develop business opportunities, and build trusted client relationships.

Qualifications

• Typically requires post-secondary degree in related field or equivalent combination of education and experience.
• FINRA Series 6/63/65 or 7/66 licenses required.
• Life and Health Insurance Producer’s License required.
• Completed LTC Continuing Education requirements.
• Strong knowledge of the financial industry and experience with managed products.

Responsibilities

• Provide financial planning and advice in collaboration with team members to deliver comprehensive banking solutions.
• Achieve sales targets for asset sales, fee-based sales, and financial planning.
• Develop and implement business development strategies to acquire new business and referrals.
• Identify opportunities to refer personal and commercial banking products.
• Coordinate relationship management with lead relationship manager to deliver client solutions.
• Analyze data, prepare reports and dashboards, and ensure data governance standards.

Skills

FINRA Licenses

Life/Health Insurance

LTC CE Requirements

Financial industry knowledge

Fee-based advice

Deposits & loans knowledge

Communication skills

Analytical skills

Team collaboration

Data-driven decision making

Education

Bachelor's degree

Job description

BMO Financial Group in the United States (California) seeks a financial professional to provide thorough financial planning and advice in collaboration with the team. You will assess client needs and deliver solutions through the sale of managed products and services, including mutual funds, ETF wrap accounts, insurance, annuities, and retirement plans.

You will support sales targets, develop business opportunities, and build trusted client relationships.