Client Wealth & Banking Advisor

BMO Financial

Fresno (CA)

On-site

USD 55,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a licensed financial professional to serve as the primary client contact in Fresno, CA, uncovering financial needs and delivering holistic banking and investment solutions in a compliant framework.

The role emphasizes new client acquisition, asset growth, and increasing investment penetration, while collaborating with internal partners to ensure a seamless client experience and adherence to policies and risk guidelines.

Qualifications

Typically, 3+ years of relevant experience; post-secondary degree in related field preferred, not required.
Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
SIE Exam and,
State Life and Health insurance and,
Series 6, 63 and 65 OR Series 7 and 66.
If licenses are not currently held, they are required within 120 days of the role start date.
Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
In-depth understanding of brokerage and insurance products.
In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
In-depth understanding of personal trust and investment management.
In-depth knowledge of client portfolio management.
Technical proficiency gained through education and/or business experience.

Responsibilities

Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions.
Collaborates with Financial Advisor for clients with more complex financial needs.
Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
Develops, maintains and executes a business plan to achieve sales objectives.
Sources new revenue and investments through client acquisition and deepening existing relationships.
Delivers consistent client service using established playbook and guidelines.
Coordinates outreach for seminars, campaigns, or client events.
Maintains confidentiality of customer and Bank information in compliance with policies.