Wealth Planning Advisor

BMO; Burlington (AL); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO is seeking a seasoned Wealth Sales & Service professional in the United States to provide financial planning and advisory services in collaboration with a team. You will determine client needs, recommend managed products, and help grow assets through proactive referrals and seminars.

The role focuses on delivering comprehensive banking and investment solutions while maintaining risk controls and regulatory compliance. Strong communication and data-driven insights are essential.

Qualifications

• Typically 4–6 years of relevant experience and a post-secondary degree or equivalent combination.
• FINRA licenses or equivalent securities licenses.
• Life and Health Insurance license and LTC continuing education requirements.
• Strong verbal and written communication and collaboration skills.
• Experience with data analysis, forecasting and reporting.

Responsibilities

• Supports achievement of sales and performance targets for asset sales, financial planning and fee-based advisory services.
• Develops and implements business development strategies to acquire new business and referrals.
• Identifies opportunities during client conversations to expand relationships across banking and investments.
• Coordinates with relationship managers to execute strategic initiatives and deliver comprehensive solutions.
• Designs reports and dashboards, tracks metrics, and ensures compliance with risk and regulatory standards.
• Builds strong internal and external stakeholder relationships to enhance the client experience.

Education

Bachelor's degree or relevant field

FINRA Series 6, 63 & 65 OR Series 7 & 66 licenses

Life and Health Insurance Producer’s License

LTC Continuing Education Requirements

Strong communication, collaboration and analytical skills

Data-driven decision making

Job description

BMO is seeking a seasoned Wealth Sales & Service professional in the United States to provide financial planning and advisory services in collaboration with a team. You will determine client needs, recommend managed products, and help grow assets through proactive referrals and seminars.

The role focuses on delivering comprehensive banking and investment solutions while maintaining risk controls and regulatory compliance. Strong communication and data-driven insights are essential.