Elite Client Advisor: Banking & Wealth Solutions

BMO Financial; Greenwood (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

BMO Financial in the United States is seeking a mass-affluent banking professional who uncovers financial needs and provides holistic banking and investment solutions. You will collaborate with a Financial Advisor for complex needs, focus on client acquisition, and drive adoption of digital platforms within a defined portfolio.

You will build and execute a sales plan, nurture relationships with key clients, and participate in community outreach to identify prospects while ensuring regulatory

Qualifications

• Typically 3+ years of relevant experience in financial services.
• Knowledge of banking products, pricing strategies, and profitability management.
• Licenses: SIE, Life & Health; Series 6/63/65 or 7/66; must obtain if not held.
• Advanced understanding of deposits, loans, mortgages, credit risk and regulatory requirements.
• Experience with retirement plans, business banking, insurance, and trust/investment management.

Responsibilities

• Uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor for complex needs.
• Acquire new assets from existing portfolios and new clients.
• Promote digital platforms adoption and drive user adoption.
• Develop and execute a business plan to meet sales objectives.
• Build strategic relationships with centers of influence and community.
• Coordinate outreach for seminars and client events.
• Maintain confidentiality and adhere to risk policies.
• Onboard clients and support service delivery.
• Mentor branch personnel to enhance knowledge and skills.

Skills

Relationship building

Consultative selling

Financial planning

Communication

Collaboration

Education

Post-secondary degree preferred

SIE Exam

State Life and Health insurance licenses

Series 6/63/65 or 7/66 licenses

Job description

BMO Financial in the United States is seeking a mass-affluent banking professional who uncovers financial needs and provides holistic banking and investment solutions. You will collaborate with a Financial Advisor for complex needs, focus on client acquisition, and drive adoption of digital platforms within a defined portfolio.

You will build and execute a sales plan, nurture relationships with key clients, and participate in community outreach to identify prospects while ensuring regulatory