BMO Financial Group

BMO Financial Group

Financial Advisor

Woodstock, IL, USA · Part-time

Sponsorship not specified$58k-$107kDetected 6 hours ago
Data VisualizationStakeholder ManagementBusiness DevelopmentOutbound SalesForecastingCommunicationCollaborationProblem SolvingMentoring

About the role

  • Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products).
  • Salary: $57,500.00 - $106,500.00 Pay Type: Salaried & Commission The above represents BMO Financial Group's pay range and type.
  • Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

Responsibilities

  • Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
  • Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
  • Implements a relationship management plan in collaboration with the lead relationship manager.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

Requirements

  • Strong working knowledge of financial industry.
  • As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
  • Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study 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.
  • In-depth experience working with managed products and providing fee-based advice.
  • In-depth understanding of deposit and loan (including mortgage) 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.

Compensation

  • $57,500.00 - $106,500.00
  • The above represents BMO Financial Group's pay range and type.
  • For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
  • BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

Company info

  • At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life.
  • It calls on us to create lasting, positive change for our customers, our communities and our people.
  • By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
  • We strive to help you make an impact from day one - for yourself and our customers.
  • We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
  • From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
  • To find out more visit us at http://jobs.bmo.com/us/en
  • BMO is proud to be an equal employment opportunity employer.
  • We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics.
  • We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
  • BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.
  • If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
  • Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate.
  • Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property.
  • BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
  • A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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This listing is sourced directly from BMO Financial Group's careers page and normalized into a canonical job model.