Wealth Planning Advisor: Growth & Impact

BMO U.S.

Concord (CA)

On-site

USD 55,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Financial Advisor to provide strategic financial planning and investment guidance as part of a collaborative team. The role focuses on recommending managed products, including funds and insurance, to build comprehensive banking solutions for clients.

Responsibilities include driving advisory sales, developing business through seminars and outreach, and coordinating with relationship managers to deliver personalized plans while upholding risk and compliance

Qualifications

4-6 years of relevant experience with a post-secondary degree or equivalent.
FINRA licenses as specified (6/63/65 or 7/66) and Life & Health Insurance Producer’s License.
Strong knowledge of the financial industry and fee-based advice.

Responsibilities

Provide financial planning and advice in collaboration with the team to deliver a comprehensive banking solution.
Sell managed products and refer clients to business partners to meet sales targets.
Support new asset sales, joint appointments, and fee-based advisory growth.
Develop business via outbound calls and seminars to acquire new clients.
Implement relationship management plans with the lead relationship manager.
Ensure risk/configuration compliance and safeguard client assets.