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Executive Bmo Financial Advisor Jobs in Raleigh, NC

Strategic People Advisors

Financial Advisor

Durham, NC · On-site

$100 - $250/hr

About Strategic People Advisors Strategic People Advisors is an executive search and talent ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...

Vaco LLC

Director of Finance

Raleigh, NC · On-site

... key financial advisor to executive leadership. This is a great opportunity for someone who enjoys both strategic leadership and hands-on involvement in the day-to-day finance function.

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Executive Bmo Financial Advisor information

See Raleigh, NC salary details

$35K

$99.3K

$140K

How much do executive bmo financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for executive bmo financial advisor in Raleigh, NC is $99,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $127,300.00 per year, depending on experience, location, and employer.

What is the difference between Executive Bmo Financial Advisor vs Bmo Financial Advisor?

AspectExecutive Bmo Financial AdvisorBmo Financial Advisor
CredentialsTypically requires CFP or similar certificationsRequires basic financial planning certifications or licenses
Work EnvironmentHigh client engagement, personalized financial planningAdvising clients, managing portfolios, sales
Employer & Industry UsageUsed in BMO Bank of Montreal branches and officesCommonly used across banking and financial services
Search & Comparison IntentHigher-level advisory roles, client managementEntry to mid-level financial advising

The Executive Bmo Financial Advisor typically holds advanced certifications and manages high-net-worth clients, focusing on comprehensive financial planning. In contrast, a Bmo Financial Advisor often handles a broader client base with foundational certifications. The executive role involves more strategic advising, while the standard advisor focuses on day-to-day client interactions and portfolio management.

How much do executive BMO financial advisors make?

Executive BMO Financial Advisors typically earn a base salary ranging from $60,000 to $100,000 annually, with total compensation often including commissions, bonuses, and client fees that can significantly increase earnings. Experienced advisors with a strong client base can earn over $150,000 per year, especially with additional certifications and sales performance.

What are the most commonly searched types of Bmo Financial Advisor jobs in Raleigh, NC?

The most popular types of Bmo Financial Advisor jobs in Raleigh, NC are:

What are popular job titles related to Executive Bmo Financial Advisor jobs in Raleigh, NC?

For Executive Bmo Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Executive Bmo Financial Advisor jobs in Raleigh, NC look for?

The top searched job categories for Executive Bmo Financial Advisor jobs in Raleigh, NC are:

Executive Bmo Financial Advisor jobs near you

Financial Advisor

Strategic People Advisors

Durham, NC • On-site

$100 - $250/hr

Other

Posted 4 days ago

Job description

About Strategic People Advisors

Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.

Position Overview

We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.

Key Responsibilities
  • Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
  • Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
  • Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
  • Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.
Requirements
  • Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
  • Active State Life & Health Insurance License.
  • 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
  • Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.
Compensation & Professional Development
  • Transition financing and highly competitive commission payout schedules.
  • Access to shared corporate office space and administrative assistant support.
  • Direct pathways for book acquisition and structured practice succession planning.
  • Annual earnings range of $100,000 - $250,000+ depending on performance. This is an entrepreneurial, performance-based compensation model featuring commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business.

To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com.

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