Wealth Planning Specialist - Financial Advisor

BMO Harris Bank; Appleton (WI); 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 Harris Bank in Appleton, WI, seeks a Wealth Sales & Service professional to deliver comprehensive banking solutions and investment planning. You will collaborate with team members to assess client needs and provide managed products, insurance, and retirement planning, while driving new business through referrals and seminars.

The role emphasizes relationship management, financial planning guidance, and coordination of strategic initiatives to improve client outcomes and satisfaction.

Qualifications

• Typically, 4–6 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
• FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
• Life and Health Insurance Producer's License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of the financial industry.
• In-depth experience with managed products and fee-based advice.
• In-depth understanding of deposit and loan products and banking services.
• Technical proficiency gained through education and/or business experience.
• 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 achieving sales and performance targets for new asset sales, joint appointments, and fee-based sales.
• Implements business development strategies to acquire new business and cultivate referrals.
• Identifies opportunities to generate referrals for personal and commercial banking products.
• Coordinates and executes activities for strategic initiatives, including tracking metrics and milestones.
• Builds change management plans and leads related activities.
• Delivers timely, accurate, and efficient service to clients.
• Develops training tools and programs for the team.
• Maintains data governance standards in databases and dashboards.
• Maintains alignment between stakeholders within business groups.
• Collaborates with client relationship teams to apply consultative sales processes.
• Introduces clients to investment strategies and develops financial plans.

Skills

FINRA Licenses (6/63/65)

FINRA Licenses (7/66)

Life & Health Insurance License

Post-secondary degree

Analytical skills

Data-driven decisions

Communication skills

Collaboration / Teamwork

Problem solving

Technical proficiency

Industry knowledge

Education

Post-secondary degree in related field

Job description

BMO Harris Bank in Appleton, WI, seeks a Wealth Sales & Service professional to deliver comprehensive banking solutions and investment planning. You will collaborate with team members to assess client needs and provide managed products, insurance, and retirement planning, while driving new business through referrals and seminars.

The role emphasizes relationship management, financial planning guidance, and coordination of strategic initiatives to improve client outcomes and satisfaction.