Elite Client Advisor: Wealth & Investments

BMO Harris Bank; Visalia (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a dynamic banking professional to act as the primary client contact, uncover financial needs, and provide holistic banking and investment solutions in line with regulatory policies.

You will collaborate with Financial Advisors, grow assets under management, drive deposits and investments, and promote digital platforms to enhance the client experience while delivering compliant, timely service.

Qualifications

• Typically 3+ years of relevant experience; post-secondary degree in related field of study 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 in compliance with regulatory policies.
• 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.
• Sources new revenue and investments through client acquisition and deepening existing relationships.
• Delivers consistent client service using established playbook and guidelines.
• Builds effective relationships with internal/external stakeholders.

Skills

Financial needs discovery

Product & solution design

Investment, Insurance & Advisory

Prospecting & acquisition

Sales strategy & execution

Client onboarding, experience & Reten

Risk & compliance

Collaboration

Education

Post-secondary degree in related field (preferred)

Job description

BMO Harris Bank is seeking a dynamic banking professional to act as the primary client contact, uncover financial needs, and provide holistic banking and investment solutions in line with regulatory policies.

You will collaborate with Financial Advisors, grow assets under management, drive deposits and investments, and promote digital platforms to enhance the client experience while delivering compliant, timely service.