Financial Advisor (HIS)

At our company, we have been helping our customers and communities for over 125 years. In July 2011, our parent company BMO Financial Group acquired Marshall & Ilsley Corporation (M&I). Over the next year, we will be working to bring the best of Harris and M&I together under the BMO Harris Bank name. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives.


Harris
Financial Advisor

Building strong relationships while helping clients achieve their goals through careful financial planning is the foundation of Harris Investor Services’ client experience. Harris Investor Services, Inc. offers financial planning and advice utilizing a variety of products including investments, insurance, and banking products to meet our clients’ diverse and changing needs.

Specific responsibilities include:

• Increasing assets under management by prospecting Harris customer base through outbound calling campaigns, conducting seminars, developing centers of influence and cultivation of branch employee referrals.
• Introducing clients to investment strategies and working with clients to develop financial and retirement plans utilizing appropriate guidance tools.
• Selecting from a menu of products including mutual funds, unified managed accounts, multi-manager accounts, mutual fund wrap accounts, ETF wrap accounts, annuities, 529 plans and insurance to meet clients’ needs.
• Managing client relationships to retain and increase assets at Harris.
• Building and maintaining strong working relationships within the bank environment to foster cooperation and increase referrals.
• Cross-selling and referring to other areas within the Harris organization.
• Providing superior service to client base.
• Compliance with firm and regulatory requirements and policies.

Harris offers the following to Financial Advisors interested in joining our team:

• Market competitive compensation package.
• Referral opportunities.
• Opportunities for career growth.
• State-of-the-art technology to help you enhance your business.
• Comprehensive benefits package.

Job Requirements:
• Minimum of 1-2 years of sales experience in the financial services industry.
• Series 6 or 7 and 63 or 66 licenses are required on date of hire.
• Series 7 and 66 (or 63 and 65) licenses are required within 90 days of hire.
• Insurance producers license is required within 90 days of hire.
• Strong working knowledge of financial industry.
• Strong prospecting skills.
• Demonstrated ability to sell and refer financial opportunities.
• Confidence, self-motivation, and strong desire to sell investment products.
• Experience working with managed products and providing fee-based advice and/or financial planning services a plus.
• Excellent organizational, presentation and client relationship management skills.
• High level of integrity (Clean U-4).
• High school education or equivalent work experience required, BA/BS and CFP preferred.
• PC skills and systems knowledge.

Securities, investment advisory services and insurance products are offered through Harris Investor Services, Inc. Member FINRA/SIPC. SEC-registered investment adviser. Harris Investor Services, Inc. and BMO Harris Bank N.A. are affiliated companies. Securities and insurance products offered are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE.

BMO Harris Bank thanks all applicants. We advise only those who qualify for an interview will be contacted.


To APPLY go to:

https://careers.bmogc.com/cws/hrseeker.html

and look for job id: 91711