Elite Client Advisor – Banking & Investments

BMO Financial Group; Des Moines (IA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Wealth/Banking Advisor in Des Moines to act as the primary client contact, uncover financial needs, and deliver holistic banking and investment solutions. You will collaborate with Financial Advisors for complex cases, drive new client acquisition, and grow assets under management.

The role emphasizes building relationships, leveraging digital platforms, and executing a business plan to achieve sales objectives within a regulated environment.

Qualifications

• 3+ years of relevant experience in financial services.
• Proven knowledge of banking products, pricing and profitability.
• Licenses required within 120 days of start date (SIE, Series 6/63/65 or 7/66).
• Advanced understanding of deposits, loans, investments, and credit risk policies.
• Regulatory and compliance awareness in banking and investments.

Responsibilities

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Develop relationships and expand assets under management through new client acquisition and portfolio growth.
• Promote digital platforms and drive adoption of digital features among clients.
• Collaborate with Financial Advisor for complex financial needs.
• Build and execute a business plan to meet sales objectives.
• Identify and develop opportunities with centers of influence and prospects.

Skills

Financial Needs Discovery

Product & Solution Design

Advisory & Communication

Portfolio & Relationship Management

Education

Bachelor's degree preferred

Job description

BMO Financial Group is seeking a Wealth/Banking Advisor in Des Moines to act as the primary client contact, uncover financial needs, and deliver holistic banking and investment solutions. You will collaborate with Financial Advisors for complex cases, drive new client acquisition, and grow assets under management.

The role emphasizes building relationships, leveraging digital platforms, and executing a business plan to achieve sales objectives within a regulated environment.