Wealth Planner & Investment Advisory Specialist

Koitecc Solutions; Tucson (AZ); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a Wealth Sales & Service professional to deliver financial planning and advice in collaboration with the team, helping clients choose managed products and banking solutions that fit their goals.

The role emphasizes relationship management, data-driven decision making, and collaboration with internal partners to ensure compliant, customer-centric service.

Qualifications

• Typically, 4–6 years of relevant experience and a post-secondary degree in a related field.
• FINRA Series 6, 63 & 65 licenses OR Series 7 & 66 licenses.
• Life and Health Insurance Producer's License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of the financial industry and managed products.

Responsibilities

• Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
• Implements business development strategies to acquire new business and cultivate branch referrals.
• Identifies opportunities to generate referrals for personal and commercial banking products.
• Develops solutions and makes recommendations based on business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/groups on solution implementation.
• Coaches and advises other team members on product knowledge and sales tips.

Skills

Verbal & written communication

Analytical thinking

Problem solving

Data-driven decisions

Collaboration & teamwork

Sales & referrals

Education

Post-secondary degree

Tools

CRM systems

Data visualization

Job description

BMO Financial Group in the United States is seeking a Wealth Sales & Service professional to deliver financial planning and advice in collaboration with the team, helping clients choose managed products and banking solutions that fit their goals.

The role emphasizes relationship management, data-driven decision making, and collaboration with internal partners to ensure compliant, customer-centric service.