Financial Advisor

BMO

Monona, WI, United States
Base: $51,800.00 - $95,900.00; bonus/equity: commi...
Managed products and services sales
Business development strategies
Relationship management plan
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer

Job Summary

  • Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.
  • Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.

Salary

Base: $51,800.00 - $95,900.00; Bonus/Equity: Commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Managed products and services sales
  • Business development strategies
  • Relationship management plan
  • Client experience enhancement
  • Risk and compliance processes

Nice-to-have

  • Collaborative team environment
  • Boldly Grow the Good purpose
  • Innovative problem solving

Key Requirements

  • 4-6 years relevant experience
  • FINRA Series 6, 63 & 65 OR Series 7 & 66
  • Life and Health Insurance License
  • LTC Continuing Education
  • Financial industry knowledge
  • Managed products experience
  • Deposit and loan product knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter