Senior Client Advisor: Banking & Wealth Solutions

BMO Financial Group

Verona (WI)

On-site

USD 50,000 - 100,000

Full time

12 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO is seeking a client-focused advisor in the United States to uncover financial opportunities, provide holistic banking and investment solutions, and grow assets under management by expanding relationships with existing clients and acquiring new ones.

Role requires licensing (SIE, Series 6/63/65 or 7/66) and in-depth knowledge of deposit, loan, brokerage, and insurance products. A salary range is provided with comprehensive rewards and benefits.

Qualifications

Typically, 3+ years of relevant experience in financial services.
Proven knowledge of banking products, services, pricing strategies, and profitability management.
Licensing requirements: SIE, Life/Health, and securities exams; if not held, must be obtained within 120 days.

Responsibilities

Uncover financial opportunities and provide holistic banking and investment guidance.
Collaborate with Financial Advisor for complex needs and drive new assets from portfolios.
Build relationships through community outreach and seminars to grow client base and AUM.
Promote digital platforms and adoption of digital features for clients.

Skills

Financial Needs Discovery

Product & Solution Design

Investment & Advisory

Prospecting & Acquisition

Risk & Compliance

Education

SIE Exam

State Life/Health Insurance

Series 6/63/65 or Series 7/66

Job description

Role requires licensing (SIE, Series 6/63/65 or 7/66) and in-depth knowledge of deposit, loan, brokerage, and insurance products. A salary range is provided with comprehensive rewards and benefits.

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