Premier Client Advisor – Wealth & Banking Growth

BMO U.S.; Bloomingdale (IL); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking an experienced banking and investment advisor to serve as the primary client contact. You will uncover financial needs and deliver holistic banking and investment solutions in alignment with regulatory policies.

You will collaborate with partners, focus on new client acquisition, growing assets under management, and expanding investment penetration within client portfolios while promoting digital platform adoption and delivering exceptional

Qualifications

• Typically, 3+ years of relevant experience; post-secondary degree preferred, not required.
• Knowledge of banking products, pricing strategies, and profitability management.
• Licenses required within 120 days of start date.
• Advanced understanding of deposit, loan, and banking product practices.
• In-depth knowledge of brokerage, insurance, retirement plans, and personal trust.

Responsibilities

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor for clients with more complex financial needs.
• Proactively manage assigned portfolio to uncover needs, provide solutions, and identify opportunities.
• Make product recommendations and connect clients with experts based on financial decisions.
• Achieve sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Introduce and guide clients to use digital platforms and promote digital adoption.
• Develop and execute a business plan, including sales strategies, to achieve objectives.
• Identify short- and long-term value creation opportunities for target segments.
• Participate in the community to identify prospects and centers of influence.
• Coordinate outreach for seminars, campaigns, or client events.
• Cultivate strategic relationships to become a trusted advisor for long-term decisions.
• Source new revenue and investments through client acquisition and deepening relationships.
• Deliver consistent client service using established playbooks and guidelines.
• Support client onboarding, documentation, and service delivery.
• Escalate complex or unresolved client situations and complaints.
• Develop solid product knowledge and financial expertise for an assigned portfolio.
• Support the execution of strategic initiatives with internal and external stakeholders.
• Build relationships with internal/external stakeholders and monitor performance against plan.
• Provide training to branch personnel to enhance knowledge around mass affluent clients.
• Review credit applications to ensure sound credit principles.

Skills

Relationship building

Consultative sales

Financial planning

Client onboarding

Cross-functional collaboration

Education

SIE Exam

Series 6

Series 63

Series 65

Life and Health licenses

Job description

BMO Financial Group in the United States is seeking an experienced banking and investment advisor to serve as the primary client contact. You will uncover financial needs and deliver holistic banking and investment solutions in alignment with regulatory policies.

You will collaborate with partners, focus on new client acquisition, growing assets under management, and expanding investment penetration within client portfolios while promoting digital platform adoption and delivering exceptional