Senior Client Advisor – Banking & Investments

BMO U.S.; Libertyville (IL); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Accidental and life insurance

Job summary

BMO U.S. in Libertyville, IL is seeking a Financial Advisor to act as the primary contact for clients, uncover financial needs, and deliver holistic banking and investment solutions.

You will collaborate with partners to grow assets under management, acquire new clients, and promote digital platforms. The role emphasizes regulatory compliance, licensing requirements, and a consultative sales approach to include retirement plans, insurance, and investment products.

Qualifications

• Typically, 3+ years of relevant experience in financial services.
• Proven knowledge of banking products, pricing strategies, and profitability.
• SIE Exam required; Life and Health insurance licenses or equivalent.
• Series 6, 63 and 65 or Series 7 and 66; if not held, must be within 120 days of start date.
• Strong understanding of deposits, lending, credit risk, and regulatory requirements.

Responsibilities

• Uncover financial needs and provide holistic banking and investment solutions.
• Develop recommendations through a financial planning approach and advise clients.
• Grow assets under management through new client acquisition and relationship deepening.
• Collaborate with Financial Advisor and internal partners for complex needs.
• Promote digital platforms and drive adoption of digital features.
• Build and execute a business plan to meet sales objectives.

Skills

Financial Needs Discovery

Product & Solution Design

Investment, Insurance & Advisory

Education

Post-secondary degree in related field

Job description

BMO U.S. in Libertyville, IL is seeking a Financial Advisor to act as the primary contact for clients, uncover financial needs, and deliver holistic banking and investment solutions.

You will collaborate with partners to grow assets under management, acquire new clients, and promote digital platforms. The role emphasizes regulatory compliance, licensing requirements, and a consultative sales approach to include retirement plans, insurance, and investment products.