BMO U.S. · 1 day ago
Financial Advisor
Noblesville, IN
Full-time
Onsite
Mid, Senior Level
$52K/yr - $96K/yr
4+ years expBMO U.S. is committed to creating lasting, positive change for its customers, communities, and employees. The Financial Advisor role involves providing financial and investment planning, collaborating with team members to deliver comprehensive banking solutions, and implementing business development strategies to acquire new clients.
Banking
Responsibilities
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
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)
Provides other solutions indirectly through referrals to business partners
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
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)
Implements a relationship management plan in collaboration with the lead relationship manager
Determines client needs and provides solutions though the sales of managed products and services
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
Provides advice and guidance to assigned business/group on implementation of solutions
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Helps determine business priorities and best sequence for execution of business/group strategy
Conducts independent analysis and assessment to resolve strategic issues
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards
Breaks down strategic problems, and analyses data and information to provide insights and recommendations
Monitors and tracks performance and addresses any issues
Designs and produces regular and ad-hoc reports, and dashboards
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
Provides input into the planning and implementation of operational programs
Executes work to deliver timely, accurate, and efficient service
Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences
Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
Supports the development and promotion of a business/group program
Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience
Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools
Implements a relationship management plan in collaboration with the lead relationship manager
Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals
Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives
Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements
Identifies and recommends ways to enhance the client experience
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed
Qualification
Required
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
Strong working knowledge of financial industry
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
Influence skills - In-depth
Data driven decision making - In-depth
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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