Wealth Planning & Investment Advisor

BMO U.S.; Milwaukee (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO Financial Group is seeking a seasoned financial advisor to deliver comprehensive banking solutions and investment planning. You will sell managed products, advise on financial plans, and coordinate with partners to grow client assets.

Responsibilities include generating referrals, implementing relationship plans, and ensuring alignment with risk/compliance policies while delivering exceptional client service.

Qualifications

• Four to six years of relevant financial services experience.
• Strong knowledge of managed products and fee-based advice.

Responsibilities

• Support achievement of sales and performance targets for new asset sales.
• Develop and implement business development strategies to acquire new business.

Skills

Sales targets

Relationship management

Financial planning

Analytical skills

Communication skills

Data-driven decisions

Education

Bachelor's degree in finance / business

FINRA Series 6, 63 & 65 licenses

FINRA Series 7 & 66 licenses

Life & Health Insurance Producer’s License

LTC Continuing Education

Tools

CRM systems

Financial planning tools

Job description

BMO Financial Group is seeking a seasoned financial advisor to deliver comprehensive banking solutions and investment planning. You will sell managed products, advise on financial plans, and coordinate with partners to grow client assets.

Responsibilities include generating referrals, implementing relationship plans, and ensuring alignment with risk/compliance policies while delivering exceptional client service.