ZipRecruiter

Log In

1

Executive Bmo Financial Advisor Jobs in Raleigh, NC

Hilltop Wealth Advisors, LLC

Lead Advisor

Chapel Hill, NC · On-site

$110 - $175/hr

... CEO and President in delivering an elevated, world-class client experience. This role is ideal for ... Prepare and communicate recommendations for client financial plans, including entering data and ...

Navigate Realty

Chief Financial Officer

Raleigh, NC · On-site

$125K - $150K/yr

The CFO will be a key member of the executive leadership team and will play a critical role in ... Coordinate with external CPAs, auditors, tax advisors, attorneys, and other professional advisors.

Navigate Realty

Chief Financial Officer

Raleigh, NC · On-site

$125K - $150K/yr

The CFO will be a key member of the executive leadership team and will play a critical role in ... Coordinate with external CPAs, auditors, tax advisors, attorneys, and other professional advisors.

New

previous pagenext page

Showing results 21-40

All JobsBmo Financial Advisor JobsExecutive Bmo Financial Advisor JobsExecutive Bmo Financial Advisor Jobs in Raleigh, NC

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

Principal FP&A - Networked Solutions PBU

Itron, Inc

Raleigh, NC • Hybrid

Full-time

Medical, Retirement, PTO

Posted 23 days ago

Itron rating

7.0

Company rating: 7.0 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

115th of 161 rated electronics manufacturers

Job description

Itron is innovating new ways for utilities and cities to manage energy and water. We create a more resourceful world to protect essential resources for today and tomorrow. Join us.

The Principal Financial Planning & Analysis (FP&A) Analyst serves as a key strategic partner to the Networked Solutions Product Business Unit (PBU), providing financial leadership, business insight, and operational support. This role is responsible for delivering accurate and actionable financial reporting, analyzing variances across actuals, budgets, forecasts, and long-range plans, and driving data-informed decision-making. The Principal FP&A Analyst leads complex financial modeling and performance analysis, identifies risks and opportunities, and collaborates with cross-functional teams and senior leadership to support strategic planning, operational excellence, and business growth.
Duties & Responsibilities
  • Partner with Networked Solutions PBU leadership to provide strategic financial guidance, enabling informed decision-making and alignment with organizational objectives.
  • Prepare and present monthly and quarterly financial analyses for global consolidations, clearly communicating key business drivers, variances, trends, risks, and opportunities while recommending corrective actions.
  • Lead the development of annual budgets, long-range financial plans, forecasts, and monthly outlooks, ensuring accuracy, timeliness, and accountability across the planning process.
  • Continuously evaluate and improve budgeting, forecasting, and reporting processes to enhance efficiency, accuracy, scalability, and business agility.
  • Analyze revenue performance, customer and product profitability, supply chain impacts, and new product development investments to identify actionable insights and optimization opportunities.
  • Develop, maintain, and enhance complex financial models that support strategic planning, investment analysis, business case development, and executive decision-making.
  • Collaborate with global business functions, operational teams, and product leadership to incorporate evolving business requirements into financial plans and forecasts.
  • Serve as a trusted financial advisor to operating expense (OpEx) leaders by owning forecasting and reporting processes, identifying emerging trends, assessing business impacts, and recommending solutions that improve operational effectiveness.
  • Deliver insightful performance reporting that promotes accountability, supports continuous improvement, and advances customer-centric business outcomes.
  • Leverage technology, analytics, and innovative approaches, including AI-enabled tools where appropriate, to improve reporting quality, forecasting accuracy, and business insights.
  • Validate financial data, investigate variances, troubleshoot reporting issues, and ensure the integrity and accuracy of financial results.
  • Lead or support strategic and operational special projects, providing financial analysis and recommendations to business stakeholders.
  • Build collaborative relationships with cross-functional partners and senior leadership to influence decisions, align priorities, and drive organizational success.
Required Skills & Experience
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
  • 5+ years of experience in Financial Planning & Analysis (FP&A), strategic finance, corporate finance, or a similar analytical finance role.
  • Advanced proficiency in Microsoft Excel, including financial modeling, scenario analysis, forecasting, and data interpretation.
  • Demonstrated experience preparing financial reports, budgets, forecasts, and variance analyses for business leadership.
  • Strong analytical and problem-solving skills with the ability to translate complex financial data into actionable business insights.
  • Proven expertise building, maintaining, and enhancing complex financial models that support strategic planning and operational decision-making.
  • Strong communication and presentation skills with the ability to effectively engage stakeholders at all organizational levels.
  • Ability to manage multiple priorities and deadlines in a fast-paced, dynamic environment.
  • Demonstrated ability to challenge conventional thinking, act as a change agent, and successfully drive process improvements.
  • Proven ability to work effectively in a hybrid environment while maintaining strong collaboration, accountability, and results orientation.
  • Commitment to customer-centric thinking, business partnership, continuous improvement, and delivering high-quality outcomes.
Preferred Skills & Experience
  • MBA or advanced degree in Finance, Business Administration, or a related field.
  • Experience with Oracle Cloud EPM Planning or other cube-based planning and reporting platforms.
  • Proficiency with Microsoft Power BI and advanced data visualization tools.
  • Experience utilizing AI-enabled technologies to enhance reporting, forecasting, planning, or business decision-making.
  • Experience supporting product-based organizations, technology companies, or businesses serving the Utilities & Energy sector.
  • Demonstrated success partnering with senior leaders to influence strategic decisions and business performance.
  • Knowledge of customer profitability analysis, supply chain finance, and new product development financial evaluation.
  • Experience leading cross-functional initiatives focused on innovation, operational efficiency, and business transformation.
Benefits Info:
This position also includes a competitive benefit package including; financial, social, health and wellbeing programs, paid vacation, 401k matching, employee stock purchase program, hybrid work schedule, and more!

The successful candidate's starting salary will be determined based on permissible, non-discriminatory factors such as skills and experience and may vary by location. The base salary is $96,000-155,250 annually. This position is eligible for our annual bonus program.

#LI-EP1

Itron is committed to building an inclusive and diverse workforce and providing an authentic workplace experience for all employees. If you are excited about this role but your past experiences don't perfectly align with every requirement, we encourage you to apply anyway. In the end, you may be just who we are looking for!
The successful candidate's starting wage will be determined based on permissible, non-discriminatory factors such as skills and experience.
Itron is proud to be an Equal Opportunity Employer. If you require an accommodation to apply, please contact a recruiting representative at 1-800-635-5461 or email Accessibility@itron.com.


Itron is transforming how the world manages energy, water and city services. Our trusted intelligent infrastructure solutions help utilities and cities improve efficiency, build resilience and deliver safe, reliable and affordable service. With edge intelligence, we connect people, data insights and devices so communities can better manage the essential resources they rely on to live. Join us as we create a more resourceful world: www.itron.com

What Itron employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply