Premier Client Advisor: Banking & Investment Solutions

Bank of Montreal; Parker (CO); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

Bank of Montreal in Parker, CO seeks a proactive retail banking and sales professional to act as the primary client contact, uncover financial needs, and deliver holistic banking and investment solutions in compliance with regulatory policies.

You will work collaboratively with advisors and partners to grow deposits, investments, and overall AUM while guiding clients to digital platforms and expanding relationships through seminars and events.

Qualifications

• Post-secondary degree in related field preferred, not required.
• SIE Exam and Life insurance license; Series 6/63/65 or Series 7/66 required within 120 days if not held.

Responsibilities

• Acts as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Builds relationships with clients and community to expand assets under management (AUM).
• Delivers financial advice and solutions across banking, investment, and advisory products.

Skills

Financial Needs Discovery

Advisory & Communication

Prospecting & Acquisition

Sales Strategy & Execution

Portfolio & Relationship Management

Risk & Compliance

Collaboration

Learning Agility

Client Onboarding, Experience & Reten

Education

Post-secondary degree in related field

Tools

SIE Exam

Series 6/63/65 or 7/66

Job description

Bank of Montreal in Parker, CO seeks a proactive retail banking and sales professional to act as the primary client contact, uncover financial needs, and deliver holistic banking and investment solutions in compliance with regulatory policies.

You will work collaboratively with advisors and partners to grow deposits, investments, and overall AUM while guiding clients to digital platforms and expanding relationships through seminars and events.