Wealth Planner & Investment Advisory Specialist

BMO; Concord (AL); Vor Ort; USD 65.000 - 140.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group in the United States offers a Wealth Sales & Service role focused on financial planning and advice within a collaborative team. You will determine client needs and deliver solutions through managed products, insurance, and investments, while supporting branch development and strategic initiatives.

The role emphasizes relationship building, data-driven insights, and cross-team collaboration to enhance the client experience and meet sales targets.

Qualifikationen

• Typically, between 4-6 years of relevant experience and post-secondary degree in related field or equivalent.
• FINRA licenses required: 6/63/65 or 7/66 combinations.
• Life and Health Insurance Producer’s License required.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of financial industry and managed products.
• Experience providing fee-based advice and understanding deposit/loan products.

Aufgaben

• Provide financial planning and advice with a comprehensive banking solution.
• Support sales targets for new asset sales and fee-based offerings.
• Develop business opportunities via outbound campaigns and seminars.
• Identify referrals and coordinate with client relationship teams.
• Create relationship management plans and implement strategic initiatives.
• Produce regular reports and dashboards; support data analysis and governance.

Kenntnisse

Verbal & written communication

Analytical thinking

Problem solving

Collaboration & teamwork

Data-driven decision making

Ausbildung

Post-secondary degree in related field

Tools

FINRA Series 6, 63 & 65 licenses

FINRA Series 7 & 66 licenses

Life and Health Insurance Producer’s License

LTC Continuing Education

Jobbeschreibung

BMO Financial Group in the United States offers a Wealth Sales & Service role focused on financial planning and advice within a collaborative team. You will determine client needs and deliver solutions through managed products, insurance, and investments, while supporting branch development and strategic initiatives.

The role emphasizes relationship building, data-driven insights, and cross-team collaboration to enhance the client experience and meet sales targets.