Wealth Planning & Investment Advisor

BMO

Cedar Rapids (IA)

On-site

USD 65,000 - 140,000

Full time

13 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO in Cedar Rapids, IA, is seeking an experienced advisor to deliver comprehensive banking solutions and investment guidance. You will assess client needs and recommend managed products, including funds and insurance, while collaborating with partners to grow assets and revenues.

The role emphasizes relationship management, strategic planning, and data-driven decision making to support branch goals and customer success. Industry licenses and a strong financial background are required.

Qualifications

4-6 years of relevant experience and post-secondary degree in related field or equivalent
Strong working knowledge of the financial industry
In-depth experience with managed products and fee-based advice
In-depth understanding of deposit and loan (including mortgage) products and banking services
Verbal & written communication skills - in-depth
Collaboration & team skills - in-depth
Analytical and problem solving skills - in-depth
Influence skills - in-depth
Data driven decision making - in-depth

Responsibilities

Supports the 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 customer conversations to generate referrals for banking products.
Coordinates and executes activities for strategic initiatives with metrics and milestones.
Designs and produces regular and ad-hoc reports and dashboards.
Works with stakeholders to implement solutions and manage data governance.