Wealth Planner & Investment Strategy Advisor

Talentify; Lakewood (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group, a leading financial services provider, is seeking a Wealth Sales & Service professional to deliver comprehensive banking and investment guidance. You will collaborate with a team to assess client needs, recommend managed products, and drive revenue through asset sales, planning, and referrals.

The role emphasizes relationship management, business development, data analysis, and client-centric advisory services across personal and commercial banking products.

Qualifications

• FINRA licenses required: Series 6/63/65 or Series 7/66.
• Life and Health Insurance Producer’s License.
• LTCContinuing Education requirements completed.
• Strong knowledge of the financial industry.

Responsibilities

• Supports 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 referrals.
• Identifies opportunities during client conversations to generate referrals for banking products.
• Builds change management plans and leads various initiatives.
• Ensures alignment between stakeholders and compliance with risk policies.

Skills

FINRA Series 6/63/65

FINRA Series 7/66

Life and Health Insurance License

LTC Continuing Education

Data-driven decision making

Verbal & written communication

Analytical thinking

Education

Post-secondary degree

Job description

BMO Financial Group, a leading financial services provider, is seeking a Wealth Sales & Service professional to deliver comprehensive banking and investment guidance. You will collaborate with a team to assess client needs, recommend managed products, and drive revenue through asset sales, planning, and referrals.

The role emphasizes relationship management, business development, data analysis, and client-centric advisory services across personal and commercial banking products.