Premier Client Advisor: Wealth & Growth

BMO Financial; Parker (CO); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a results-driven banking professional to act as a primary client contact, uncover financial needs, and deliver holistic banking and investment solutions. You will collaborate with advisors and partners to grow AUM, acquire new assets, and deepen client relationships while promoting digital adoption.

The role requires knowledge of banking products, advisory services, and regulatory compliance, with an emphasis on prospecting, portfolio management, and risk awareness.

Qualifications

• 3+ years of relevant experience preferred in financial services.
• Solid knowledge of banking products, services, pricing, and profitability.
• Regulatory and compliance awareness including consumer protection requirements.

Responsibilities

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor for complex needs and coordinate with partners and community.
• Grow assets under management through client acquisition and portfolio expansion.
• Promote digital platforms and guide clients to adopt digital features.
• Develop and execute a business plan with sales strategies to meet targets.
• Identify opportunities for cross-sell and advisory services and connect clients with experts.

Skills

Financial needs discovery

Product & solution design

Investment & advisory products

Deposit & cash management

Lending & credit

Prospecting & acquisition

Sales strategy & execution

Advisory & communication

Client onboarding & retention

Portfolio & relationship management

Risk & compliance

Learning agility

Collaboration

Education

SIE Exam

State Life & Health insurance

Series 6, 63 and 65 OR Series 7 and 66

Licenses required within 120 days

Job description

BMO Financial Group is seeking a results-driven banking professional to act as a primary client contact, uncover financial needs, and deliver holistic banking and investment solutions. You will collaborate with advisors and partners to grow AUM, acquire new assets, and deepen client relationships while promoting digital adoption.

The role requires knowledge of banking products, advisory services, and regulatory compliance, with an emphasis on prospecting, portfolio management, and risk awareness.