Premier Client Advisor & Wealth Growth Specialist

BMO U.S.; California; 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 seeks a driven financial advisor to uncover client needs and tailor banking and investment solutions within regulatory guidelines. You will collaborate with advisors, actively grow assets, and expand relationships through strategic outreach and community engagement.

The role emphasizes sales targets, advisory expertise, and delivering a high-quality client experience while leveraging digital platforms and a defined playbook.

Qualifications

• Typically, 3+ years of relevant experience; post-secondary degree in related field preferred, not required.
• Proven experience in a financial services organization with knowledge of banking products, pricing strategies, and profitability management.
• If licenses are not currently held, they are required within 120 days of the role start date.
• Advanced understanding of deposit, loan (including mortgage) products, cash flow analysis, lending processes, credit risk policies, and regulatory requirements.
• In-depth knowledge of brokerage and insurance products and client portfolio management.

Responsibilities

• Uncover financial needs and provide holistic banking and investment recommendations.
• Collaborate with Financial Advisor for clients with more complex needs.
• Acquire new assets and deepen existing client relationships to hit sales targets.
• Promote adoption of digital platforms and features.
• Develop and execute a business plan with sales strategies to reach objectives.
• Build and maintain relationships with centers of influence and community partners.
• Ensure timely, accurate service delivery and proper onboarding for new clients.

Skills

Financial Needs Discovery

Product & Solution Design

Investment, Insurance & Advisory

Education

SIE Exam

State Life and Health Insurance

Series 6/63/65 OR Series 7/66

Job description

BMO Financial Group seeks a driven financial advisor to uncover client needs and tailor banking and investment solutions within regulatory guidelines. You will collaborate with advisors, actively grow assets, and expand relationships through strategic outreach and community engagement.

The role emphasizes sales targets, advisory expertise, and delivering a high-quality client experience while leveraging digital platforms and a defined playbook.