Premier Client Advisor: Banking and Investment Solutions

BMO U.S.; Rockford (IL); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Life insurance

Job summary

BMO Financial Group in the United States is seeking a wealth management professional to act as the primary client contact, uncover financial needs, and provide holistic banking and investment solutions. The role focuses on new client acquisition, growing assets under management, and increasing investment penetration within client portfolios.

Responsibilities include collaborating with financial advisors, developing plans, and driving digital platform adoption, with a strong emphasis on client

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

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• 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.
• Makes recommendations on products, pricing, and services; connects customer with experts based on financial decisions.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Introduces and guides clients to use digital platforms and promotes adoption of digital features.

Skills

Financial Needs Discovery

Product & Solution Design

Investment, Insurance & Advisory

Client Portfolio Management

Relationship Building

Education

SIE Exam

State Life and Health Insurance

Series 6, 63 and 65 OR Series 7 and 66

Job description

BMO Financial Group in the United States is seeking a wealth management professional to act as the primary client contact, uncover financial needs, and provide holistic banking and investment solutions. The role focuses on new client acquisition, growing assets under management, and increasing investment penetration within client portfolios.

Responsibilities include collaborating with financial advisors, developing plans, and driving digital platform adoption, with a strong emphasis on client