Elite Client Advisor: Banking & Investment Solutions

BMO; Chicago (IL); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO is seeking a trusted advisor to uncover financial needs and deliver holistic banking and investment solutions in Chicago. You will collaborate with partners to grow assets, acquire new clients, and increase investment penetration through a consultative, compliant approach.

You will present products, guide clients to digital platforms, and build lasting relationships while meeting sales targets and contributing to strategic initiatives.

Qualifications

• Typically 3+ years of relevant experience in financial services.
• Licensing: SIE, Series 6/63/65 and Life/Health licenses required; Series 7/66 preferred.

Responsibilities

• Uncover financial needs and provide holistic banking and investment solutions.
• Acquire new assets and expand relationships within client portfolios.
• Guide clients to use digital platforms and promote adoption of digital features.
• Develop and execute business plans to achieve sales objectives.
• Collaborate with Financial Advisor for complex financial needs.

Skills

Relationship selling

Financial planning

Portfolio growth

Digital platforms

Tools

SIE Exam

Series 6/63/65

Series 7/66

Life & Health licenses

Job description

BMO is seeking a trusted advisor to uncover financial needs and deliver holistic banking and investment solutions in Chicago. You will collaborate with partners to grow assets, acquire new clients, and increase investment penetration through a consultative, compliant approach.

You will present products, guide clients to digital platforms, and build lasting relationships while meeting sales targets and contributing to strategic initiatives.