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Manager Bmo Financial Advisor Jobs in Indiana (NOW HIRING)

SYM Financial Advisors

Financial Advisor

Fort Wayne, IN · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Managing client relationships through ongoing client contact and communications to establish and ...

SYM Financial Advisors

Financial Advisor

Fort Wayne, IN · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Managing client relationships through ongoing client contact and communications to establish and ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent ...

First Command

Financial Advisor

Indianapolis, IN

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... You will provide guidance to military families on managing day-to-day finances, building lifetime ...

BMO Financial

Associate Banker

Martinsville, IN · On-site

BMO Financial Group's total compensation package will vary based on the pay type of the position ... From in-depth training and coaching, to manager support and network-building opportunities, we'll ...

BMO Financial

Associate Banker

Indianapolis, IN · On-site

BMO Financial Group's total compensation package will vary based on the pay type of the position ... From in-depth training and coaching, to manager support and network-building opportunities, we'll ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

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All JobsBmo Financial Advisor JobsManager Bmo Financial Advisor JobsManager Bmo Financial Advisor Jobs in Indiana

Manager Bmo Financial Advisor information

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

AspectManager Bmo Financial AdvisorBmo Financial Advisor
CredentialsCFP, CFA, or similar certifications often requiredLikewise often holds CFP or similar licenses
Work EnvironmentSupervises advisors, manages client portfolios, oversees teamProvides financial advice directly to clients, manages individual portfolios
Employer & Industry UsageBanking/financial services, managerial role within BMOBanking/financial services, client-facing role within BMO

The main difference is that the Manager Bmo Financial Advisor oversees a team and manages broader client portfolios, while the Bmo Financial Advisor focuses on providing direct financial advice to individual clients. Both roles require similar certifications and operate within the same industry environment, but their responsibilities and scope differ significantly.

What are the most commonly searched types of Bmo Financial Advisor jobs in Indiana?

The most popular types of Bmo Financial Advisor jobs in Indiana are:

What cities in Indiana are hiring for Manager Bmo Financial Advisor jobs?

Cities in Indiana with the most Manager Bmo Financial Advisor job openings:

Manager Bmo Financial Advisor jobs near you

Financial Advisor

Fort Wayne, IN • On-site

SYM Financial Advisors
Finance and Insurance • 51 - 200 employees
Learn more about SYM Financial Advisorsexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Job Type
Full-time
Description
Are you passionate about making a difference in people's lives while thriving in a team-centric environment?
Who is SYM?
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our clients.
In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor.
To learn more about our company, visit this link: SYM Financial. Who We Are.
What does this role entail?
Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:
  • Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
  • Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning
  • Serving as the primary point of contact for client relationships
  • Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives
  • Consulting with attorneys, accountants and other advisors on financial, estate and tax planning
  • Leading client meetings and presenting the financial plans
  • Delivering educational presentations to clients and staff
  • Developing new client relationships via existing client referrals and local centers of influence

Requirements
What are we looking for?
Must Haves:
  • You have a Bachelor's Degree from an accredited college or university; CFP designation strongly preferred
  • You are proficient in Microsoft Office Suite, as well as financial planning and account management software
  • You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning
  • You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude
  • You have the ability to manage multiple projects and deadlines with a keen attention to detail
  • You are a team player, with strong coaching and leadership skills
  • You have the desire /ability to work successfully in a small company environment

What's in it for you?
Pay / benefits are competitive based on industry standards.
  • Competitive pay based on experience plus incentive compensation
  • Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
  • 401(k); 6% Match
  • Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
  • Option for Pet Insurance / Fitness Match / Apparel Allowance
  • Tuition / Certification Assistance Program
  • A defined career framework to help you successfully manage your career goals

Apply