Wealth Planner & Strategic Financial Advisor

BMO U.S.; Monona (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 Plans

Job summary

BMO U.S. is seeking a professional to provide financial and investment planning to clients in Monona, Wisconsin. The role involves identifying client needs and providing tailored solutions through a deep understanding of managed products and services.

With a focus on collaboration, you will work closely with team members to deliver comprehensive banking solutions while achieving performance targets. Candidates should possess relevant experience and applicable financial licenses.

Qualifications

• 4-6 years of relevant experience required.
• Strong working knowledge of financial industry and managed products.
• In-depth understanding of banking services including deposit and loan products.

Responsibilities

• Provides financial and investment planning and advice.
• Determines client needs through sales of managed products.
• Implements business development strategies to acquire new business.

Skills

Financial Industry Knowledge

Communication Skills

Collaboration Skills

Analytical Skills

Problem Solving Skills

Influencing Skills

Decision Making Based on Data

Education

Post-secondary degree in a related field

Tools

FINRA Series 6, 63 & 65 Licenses

Life and Health Insurance Producer’s License

Technical Proficiency

Job description

BMO U.S. is seeking a professional to provide financial and investment planning to clients in Monona, Wisconsin. The role involves identifying client needs and providing tailored solutions through a deep understanding of managed products and services.

With a focus on collaboration, you will work closely with team members to deliver comprehensive banking solutions while achieving performance targets. Candidates should possess relevant experience and applicable financial licenses.