Client Wealth Advisor & Growth Strategist

BMO U.S.; San Jose (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a results-driven financial professional to serve as the primary client contact, uncover needs, and deliver holistic banking and investment solutions. The role emphasizes new client acquisition, growing AUM, and increasing investment penetration within client portfolios.

You will collaborate with Financial Advisors, promote digital platforms, and build a business plan with sales strategies to achieve targets while maintaining strict regulatory and

Qualifications

• Typically, 3+ years of relevant experience in financial services.
• Proven experience with banking products, pricing, and profitability.
• Licenses: SIE, Life/Health, and securities within 120 days if not already held.

Responsibilities

• Uncover financial opportunities and develop recommendations via financial planning.
• Collaborate with Financial Advisor for complex needs and larger portfolios.
• Acquire new assets from clients and new client acquisition to grow AUM.
• Promote digital platforms and drive adoption of digital features.
• Develop and execute a business plan with sales strategies to meet targets.
• Identify prospects through community relationships and centers of influence.
• Maintain compliance and risk management in line with policies.

Skills

Relationship management

Consultative sales

Financial planning

Client acquisition

Education

Post-secondary degree in related field

SIE Exam

State Life and Health insurance

Series 6/63/65 or 7/66

Job description

BMO Financial Group in the United States seeks a results-driven financial professional to serve as the primary client contact, uncover needs, and deliver holistic banking and investment solutions. The role emphasizes new client acquisition, growing AUM, and increasing investment penetration within client portfolios.

You will collaborate with Financial Advisors, promote digital platforms, and build a business plan with sales strategies to achieve targets while maintaining strict regulatory and