Financial Advisor

Join BMO Financial Group as a Financial Advisor in Manitowoc, Wisconsin, onsite. You will provide tailored financial and investment planning for clients, promote managed products and services, and collaborate with the client relationship team to deliver banking solutions. We offer a competitive annual salary, a comprehensive benefits package, and a culture that emphasizes collaboration, ongoing training, and making a positive impact for clients and communities.

Benefits and culture

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses
• Other perks and rewards

Responsibilities

• Support achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning
• Develop business by pursuing outbound calls, seminars, and branch referrals
• Identify referral opportunities during client conversations for personal and commercial banking products
• Collaborate with the lead relationship manager to implement a relationship management plan
• Assess client needs and offer solutions through the sale of managed products and services
• Develop solutions and recommendations aligned with business strategy and stakeholder needs
• Advise assigned business groups on solution implementation
• Support strategic initiatives with internal and external stakeholders
• Help prioritize and sequence business or group strategy execution
• Conduct independent analysis to address strategic issues
• Coordinate activities for strategic initiatives, tracking metrics and milestones
• Manage databases and support analysis, forecasting, and data visualization while adhering to governance standards
• Break down strategic problems and analyze data to generate insights and recommendations
• Monitor performance and address any issues
• Design and produce regular and ad hoc reports and dashboards
• Develop and execute change management plans, including readiness assessments and stakeholder management
• Contribute to communication plans to influence change, tailoring messages and channels
• Support planning and implementation of operational programs
• Ensure timely, accurate, and efficient service delivery
• Identify business needs, design tools and training programs, and deliver training when needed
• Utilize systems to manage information and enhance processes
• Integrate data from multiple sources to enable streamlined reporting
• Support the development and promotion of a business or group program
• Collaborate with the client relationship team to apply a consultative sales process and improve client experience
• Introduce clients to investment strategies and help develop financial plans using appropriate tools
• Communicate product developments and initiatives to sales management and the sales force
• Coach teammates through joint appointments and sharing product knowledge and sales tips
• Build relationships with internal and external stakeholders and align on goals
• Adhere to risk and compliance policies to safeguard assets, protect privacy, and uphold ethical standards
• Protect the bank’s assets and comply with regulatory requirements
• Identify opportunities to enhance the client experience
• Focus primarily on the business group within BMO, with potential enterprise-wide scope
• Apply sound judgment to diagnose and solve problems within established rules
• Work independently on complex tasks, including unique situations; additional responsibilities may be assigned
• Balance risk and performance by following the Risk Management Framework, aligned with risk appetite and applicable policies

Requirements

• 4 to 6 years of relevant experience
• Post-secondary degree in a related field or an equivalent combination of education and experience
• FINRA licenses: Series 6, 63 & 65 or Series 7 & 66
• Life and Health Insurance Producer license
• Completed LTC Continuing Education requirements
• Strong working knowledge of the financial industry
• Hands-on experience with managed products and fee-based guidance
• Solid understanding of deposit and loan products, including mortgages, and banking services
• Technical proficiency gained through education or professional experience
• Advanced verbal and written communication skills
• Strong collaboration and teamwork abilities
• Deep analytical and problem-solving capabilities
• Influence skills and the ability to drive decisions
• Data-driven decision making with a structured approach

Location: Manitowoc, WI onsite. Salary range: USD 51,800 to 95,900 per year. Pay type: Salaried and Commission.