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Wealth Advisor & Strategic Partner
Job in
Eden Prairie, Hennepin County, Minnesota, 55344, USA
Listed on 2026-07-22
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-07-22
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
BMO Financial Group is seeking a Wealth Sales & Service professional in Minnesota to drive asset sales, financial planning, and client relationship growth. The role emphasizes a consultative sales process and collaboration with relationship managers.
Responsibilities include implementing development strategies, identifying referrals, and ensuring compliance while delivering timely service. Required licenses include FINRA as listed and industry knowledge is valued.
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