Premier Client Advisor – Wealth & Solutions Architect

BMO; Modesto (CA); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings

Job summary

BMO in the United States seeks a financially savvy client advisor to act as the primary contact for a portfolio of clients in California. You will uncover needs, provide holistic banking and investment solutions, and collaborate with Financial Advisors to tailor plans, drive new assets, and deepen relationships.

Develop and execute business plans, identify opportunities in deposits, loans, investments, and wealth products; guide clients to digital platforms, maintain risk controls, and ensure

Qualifications

• 3+ years of relevant experience in financial services.
• Proven knowledge of banking products, pricing strategies, and profitability.
• Licenses or required within 120 days of starting date.

Responsibilities

• Uncover financial opportunities and provide holistic banking and investment advice.
• Collaborate with Financial Advisor on complex needs.
• Acquire new assets and deepen relationships across portfolios.
• Promote digital platforms and encourage adoption of digital features.
• Develop and execute a business plan to meet sales objectives.
• Identify prospects and nurture centers of influence for referrals.

Skills

Relationship building

Financial planning

Consultative sales

Financial product knowledge

Education

Post-secondary degree preferred, not required

SIE Exam

State Life and Health insurance

Series 6, 63 and 65 OR Series 7 and 66

Job description

BMO in the United States seeks a financially savvy client advisor to act as the primary contact for a portfolio of clients in California. You will uncover needs, provide holistic banking and investment solutions, and collaborate with Financial Advisors to tailor plans, drive new assets, and deepen relationships.

Develop and execute business plans, identify opportunities in deposits, loans, investments, and wealth products; guide clients to digital platforms, maintain risk controls, and ensure