Senior Client Advisor: Financial Planning & Growth

BMO; San Jose (CA); 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 is seeking a skilled financial services professional in the San Jose area to act as a trusted advisor, uncover client needs, and deliver banking and investment solutions. The role emphasizes new client acquisition, portfolio growth, and collaboration with advisors to service diverse client needs.

Responsibilities include developing a client-centric plan, driving AUM growth, promoting digital tools, and mentoring branch staff while complying with regulatory standards.

Qualifications

• Typically, 3+ years of relevant experience.
• Proven experience in a financial services organization.
• Licenses: SIE, Series 6/63/65 or 7/66 within 120 days of start date.

Responsibilities

• Uncover financial needs and provide holistic banking and investment solutions.
• Grow AUM, deposits, and investments; increase investment penetration.
• Develop and execute a business plan and sales strategies.
• Mentor branch personnel and collaborate with Financial Advisor for complex needs.

Skills

Sales approach

Financial planning

Relationship building

Regulatory compliance

Portfolio basics

Education

Post-secondary degree

Tools

CRM software

Financial planning software

Job description

BMO is seeking a skilled financial services professional in the San Jose area to act as a trusted advisor, uncover client needs, and deliver banking and investment solutions. The role emphasizes new client acquisition, portfolio growth, and collaboration with advisors to service diverse client needs.

Responsibilities include developing a client-centric plan, driving AUM growth, promoting digital tools, and mentoring branch staff while complying with regulatory standards.