Financial Services Specialist

1 month ago


Baker, United States BMO Full time

Wealth Management Consultant

BMO Financial Group is on the lookout for a Wealth Management Consultant to deliver expert financial and investment guidance to our clients. This position requires working closely with team members to provide a holistic banking solution that prioritizes the client's best interests. The successful candidate will possess a robust understanding of the financial sector and experience with managed investment products, along with a proven track record in offering fee-based financial advice.

Core Responsibilities:

  • Facilitate the attainment of sales and performance objectives
  • Develop and execute strategies for business growth and client acquisition
  • Spot and cultivate opportunities for client referrals
  • Establish and maintain a relationship management strategy
  • Advise and support business units on solution implementation
  • Oversee initiatives and strategic projects
  • Evaluate and monitor performance metrics and resolve any challenges
  • Create and manage reports and performance dashboards
  • Lead efforts in change management
  • Assist in the development and promotion of business programs
  • Foster strong relationships with stakeholders
  • Ensure adherence to risk management and compliance protocols
  • Propose enhancements to improve client satisfaction

Qualifications:

  • 4-6 years of relevant experience along with a post-secondary degree in a related discipline
  • Possession of FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
  • Life and Health Insurance Producer's License
  • Completion of LTC Continuing Education Requirements
  • Exceptional communication, teamwork, analytical, and problem-solving abilities

Compensation and Benefits:

$56,000 - $104,000, combining salary and commission structures

BMO Financial Group provides a competitive benefits package that includes performance-based incentives, bonuses, health insurance, tuition reimbursement, and retirement savings plans. Join us in our commitment to fostering positive growth in business and community, making a meaningful difference in the lives of our clients.



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