Wealth Planning Advisor – Fee-Based Investing

BMO Financial Group; Oakley (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 is seeking a Wealth Sales & Service professional in California. You will provide financial planning and investment guidance in collaboration with team members to deliver comprehensive banking solutions aligned with the customer’s best interests.

You will support asset sales targets, conduct seminars, and develop relationships to generate referrals, while coordinating strategic initiatives and delivering accurate reporting and analytics.

Qualifications

• Must have strong sales and client-facing experience.
• Solid understanding of managed products and fee-based advice.
• Experience with investment and banking products and services.

Responsibilities

• Supports achievement of sales and performance targets for new asset sales and financial planning.
• Identifies opportunities during conversations to generate referrals for banking products.
• Coordinates and executes initiatives with stakeholders and leads relationship management plans.
• Builds and analyzes reports and dashboards to monitor performance.
• Develops solutions aligned with business strategy and stakeholder needs.
• Ensures risk and compliance processes are followed.

Skills

Sales proficiency

Client relationship management

Data analysis

Financial planning knowledge

Education

Post-secondary degree in related field

FINRA Series 6/63/65 or 7/66 licenses

Life and Health Insurance Producer’s License

LTC Continuing Education Requirements

Job description

BMO Financial Group is seeking a Wealth Sales & Service professional in California. You will provide financial planning and investment guidance in collaboration with team members to deliver comprehensive banking solutions aligned with the customer’s best interests.

You will support asset sales targets, conduct seminars, and develop relationships to generate referrals, while coordinating strategic initiatives and delivering accurate reporting and analytics.