Financial Advisor

BMO Financial Group

Monona Drive, WI, US
Base: $51,800.00 - $95,900.00; bonus/equity: commi...
Sales of managed products and services
Conducting seminars for business development
Implementing relationship management plans
The role involves providing comprehensive financial and investment planning advice while collaborating with team members to deliver solutions in the best interest of customers

Job Summary

  • The role involves providing comprehensive financial and investment planning advice while collaborating with team members to deliver solutions in the best interest of customers.
  • Candidates are expected to implement business development strategies such as outbound calling campaigns and conducting seminars to acquire new business.
  • BMO offers a competitive total compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role involves providing comprehensive financial and investment planning advice while collaborating with team members to deliver solutions in the best interest of customers.

Salary

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

Skills & Requirements

Must-have

  • Sales of managed products and services
  • Conducting seminars for business development
  • Implementing relationship management plans
  • Collaborating with lead relationship managers
  • Generating referrals for banking products

Nice-to-have

  • Strong verbal and written communication skills
  • Data driven decision making capabilities
  • In-depth analytical and problem solving skills
  • Ability to influence stakeholders effectively
  • Experience in change management activities

Key Requirements

  • 4-6 years of relevant experience
  • FINRA Series 6, 63 & 65 OR Series 7 & 66 licenses
  • Life and Health Insurance Producer's License
  • Completed LTC Continuing Education Requirements
  • Post-secondary degree in related field

Work Rights

Not specified

Tailored Resume

Cover Letter