Premier Client Advisor – Wealth, Banking & Growth

BMO Harris Bank; Des Moines (IA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Harris Bank is seeking a sales-focused financial professional in Des Moines, IA, to uncover client needs and provide holistic banking and investment solutions in compliance with regulatory policies. You will work with partners to build relationships, drive new assets, and grow AUM while promoting digital tools.

The role emphasizes consultative relationship-building, planning, and collaboration with advisors to serve clients effectively.

Qualifications

• 3+ years of relevant experience in financial services.
• Knowledge of banking products, services, pricing, and profitability management.
• Licenses: SIE, Life/Health insurance, Series 6/63/65 or equivalent; must be obtained within 120 days if not held.

Responsibilities

• Uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor for complex needs.
• Acquire new assets and deepen client relationships to grow AUM.
• Promote digital platforms and drive adoption of digital features.
• Develop and execute a business plan to achieve sales objectives.
• Build relationships with centers of influence and coordinate client events.

Skills

Relationship building

Financial planning

Consultative selling

Communication skills

Regulatory compliance

Education

Post-secondary degree preferred

Job description

BMO Harris Bank is seeking a sales-focused financial professional in Des Moines, IA, to uncover client needs and provide holistic banking and investment solutions in compliance with regulatory policies. You will work with partners to build relationships, drive new assets, and grow AUM while promoting digital tools.

The role emphasizes consultative relationship-building, planning, and collaboration with advisors to serve clients effectively.