Premier Client Advisor - Wealth and Banking Solutions

BMO Financial; San Francisco (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in San Francisco seeks a results-driven Financial Advisor/Relationship Manager to act as the primary client contact, uncover financial needs, and deliver holistic banking and investment solutions aligned with regulatory requirements. You will grow AUM, acquire new clients, and promote digital tools while collaborating with partners and a community network.

Responsibilities include advising on products, coordinating with Financial Advisors for complex cases, developing a

Qualifications

• Typically, 3+ years of relevant experience; post-secondary degree in related field preferred, not required.
• Proven experience in a financial services organization demonstrating knowledge of banking products, pricing strategies, and profitability.
• Licensing requirements: SIE, Series 6, 63, 65; Life & Health licenses; others may be required within 120 days.
• Knowledge of deposits, loans, brokerage, insurance, and retirement services.
• Experience with client portfolio management and risk/compliance awareness.

Responsibilities

• Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborates with Financial Advisor for clients with more complex needs.
• Proactively grows assets and client base, aiming to meet sales targets.
• Introduces clients to digital platforms and promotes digital adoption.
• Develops and executes a business plan including sales strategies.
• Maintains client onboarding, documentation, and service delivery; resolves escalated issues.

Skills

Financial Needs Discovery

Product & Solution Design

Investment, Insurance & Advisory

Education

SIE Exam

Series 6

Series 63

Series 65

State Life & Health Licenses

Series 7

Series 66

Job description

BMO Financial Group in San Francisco seeks a results-driven Financial Advisor/Relationship Manager to act as the primary client contact, uncover financial needs, and deliver holistic banking and investment solutions aligned with regulatory requirements. You will grow AUM, acquire new clients, and promote digital tools while collaborating with partners and a community network.

Responsibilities include advising on products, coordinating with Financial Advisors for complex cases, developing a