Financial Advisor (HIS) Job in Baraboo 53913, Wisconsin Us

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 (MI). Over the next year, we will be working to bring the best of Harris and MI 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.