Wealth Planning & Investment Advisor
BMO
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Benefits offered by this job
Job summary
BMO is seeking a Wealth Sales & Service professional in New Jersey to deliver comprehensive banking solutions in collaboration with the team. You will assess client needs and provide advice across managed products, insurance, and investments.
You will drive new business through outbound calls and seminars, build client relationships, and coordinate with leadership to execute strategic initiatives while adhering to risk and compliance standards.
Qualifications
- FINRA licenses and insurance credentials required or pursued.
- Strong knowledge of the financial industry and investment products.
- Experience with managed products and fee-based advice.
- Excellent verbal and written communication skills.
- Ability to collaborate with teammates and stakeholders.
- Data-driven decision making and analytical problem solving.
Responsibilities
- Provide financial planning and investment advice to clients.
- Sell managed products and services to achieve sales targets.
- Develop and execute business development plans and referrals.
- Collaborate with relationship managers and partners to serve clients.
Skills
Education
Job description
BMO is seeking a Wealth Sales & Service professional in New Jersey to deliver comprehensive banking solutions in collaboration with the team. You will assess client needs and provide advice across managed products, insurance, and investments.
You will drive new business through outbound calls and seminars, build client relationships, and coordinate with leadership to execute strategic initiatives while adhering to risk and compliance standards.
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