Elite Client Advisor: Banking & Investment Growth

BMO Financial; Frankfort (IL); Vor Ort; USD 55.000 - 120.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Financial in the United States seeks an experienced financial advisor who will uncover client needs and deliver holistic banking and investment solutions, focusing on new client acquisition and portfolio growth. You will collaborate with a Financial Advisor for complex needs and guide clients to digital platforms while building long-term relationships.

The role requires 3+ years in financial services, relevant licenses or the ability to obtain them within 120 days, and deep knowledge of

Qualifikationen

• 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.
• Licenses required within 120 days of role start date.

Aufgaben

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor for clients with more complex financial needs.
• Acquire new assets from existing portfolio and new client acquisition to drive growth.
• Promote digital platforms and adoption of digital features.
• Maintain risk controls and ensure compliance with policies and regulatory requirements.

Kenntnisse

Financial Needs Discovery

Product & Solution Design

Advisory & Communication

Ausbildung

Series 6, 63 and 65

Series 7 and 66

SIE Exam

Jobbeschreibung

BMO Financial in the United States seeks an experienced financial advisor who will uncover client needs and deliver holistic banking and investment solutions, focusing on new client acquisition and portfolio growth. You will collaborate with a Financial Advisor for complex needs and guide clients to digital platforms while building long-term relationships.

The role requires 3+ years in financial services, relevant licenses or the ability to obtain them within 120 days, and deep knowledge of