Elite Wealth & Banking Advisor

BMO; 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 is seeking a highly motivated relationship manager in the United States to uncover client financial needs and deliver holistic banking and investment solutions in a compliant framework.

You will work with BMO partners and community networks to grow assets under management, increase investment penetration, and guide clients through digital platforms while delivering exceptional service and strategic financial advice.

Qualifications

• 3+ years of relevant experience in financial services.
• Knowledge of banking products, pricing strategies, and profitability management.
• SIE Exam and Life/Health insurance licenses; or license within 120 days.
• Series 6/63/65 or Series 7/66 licensing as applicable.
• Strong deposit, loan, mortgage and cash flow analysis understanding.

Responsibilities

• Uncover financial opportunities with a consultative relationship approach.
• Provide financial advice and solutions through banking and investment products.
• Collaborate with Financial Advisor for complex client needs.
• Acquire new assets and deepen existing relationships to grow AUM.
• Promote digital platforms and adoption of digital features.
• Develop and execute business plans and sales strategies.
• Identify short and long-term value creation for target segments.
• Build relationships with centers of influence and prospects.
• Coordinate client events and seminars.
• Ensure timely, accurate, and compliant client service delivery.

Skills

Relationship building

Sales strategy

Financial planning

Advisory products knowledge

Prospecting & Acquisition

Client onboarding

Risk & Compliance

Communication

Collaboration

Education

Post-secondary degree preferred

SIE Exam

State Life and Health insurance

Series 6, 63 and 65 OR Series 7 and 66

Licenses within 120 days of start

Job description

BMO is seeking a highly motivated relationship manager in the United States to uncover client financial needs and deliver holistic banking and investment solutions in a compliant framework.

You will work with BMO partners and community networks to grow assets under management, increase investment penetration, and guide clients through digital platforms while delivering exceptional service and strategic financial advice.