Senior Client Advisor – Banking & Investments Growth

BMO Financial; Libertyville (IL); 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 proactive financial professional to act as the primary contact for clients, uncover financial needs, and deliver holistic banking and investment solutions. The role emphasizes relationship-building, digital adoption, and cross-functional collaboration with advisors.

The position requires licensing and experience in banking products, with a focus on new client acquisition and portfolio growth across deposits, investments and advisory services.

Qualifications

• Typically 3+ years of relevant experience in financial services.
• Experience with banking products, pricing strategies, and profitability management.
• Licensing requirements: SIE, Life/Health, and Series 6/63/65 or 7/66 within 120 days of start.

Responsibilities

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor for complex client needs.
• Proactively manage assigned client portfolio to uncover needs and opportunities.
• Present product recommendations and connect clients with experts as needed.
• Achieve sales targets by acquiring assets from current clients and new assets.
• Guide clients to use digital platforms and promote adoption of digital features.
• Develop and execute a business plan with sales strategies to hit objectives.
• Build relationships with centers of influence and coordinate client events.
• Provide client onboarding, documentation, and service delivery.

Skills

Relationship building

Sales targets

Financial advisory

Regulatory compliance

Training & coaching

Education

SIE exam

Series 6/63/65 or 7/66

Life & Health insurance license

Post-secondary degree preferred

Tools

CRM software

MS Excel

Job description

BMO Financial Group is seeking a proactive financial professional to act as the primary contact for clients, uncover financial needs, and deliver holistic banking and investment solutions. The role emphasizes relationship-building, digital adoption, and cross-functional collaboration with advisors.

The position requires licensing and experience in banking products, with a focus on new client acquisition and portfolio growth across deposits, investments and advisory services.