Senior Client Advisor: Wealth, Banking & Investments

Bank of Montreal

San Francisco (CA)

On-site

USD 65,000 - 140,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Job summary

Bank of Montreal is seeking a results-driven Financial Advisor to act as the primary client contact, uncover financial needs, and provide holistic banking and investment solutions in a compliant framework. The role emphasizes new client acquisition, growing AUM, and increasing investment penetration within portfolios.

In partnership with Financial Advisors and COIs, you will guide clients using a defined solution set, while promoting digital platforms and maintaining strong client relationships.

Qualifications

  • SIE Exam and Series 6/63/65 licenses required.
  • State Life and Health insurance licenses required.
  • Series 7 and Series 66 licenses preferred.
  • 3+ years of relevant experience.
  • Degree or equivalent in related field preferred.

Responsibilities

  • Uncover financial needs and provide holistic banking and investment solutions.
  • Build relationships with clients to grow assets under management.
  • Promote digital platforms and guide clients to adopt digital features.
  • Collaborate with Financial Advisor for complex client needs.
  • Ensure compliance with regulatory policies and risk management.
  • Develop and execute a business plan to achieve sales objectives.
  • Identify opportunities for cross-sell and referral partnerships.

Skills

Financial needs discovery
Advisory & investment
Sales strategy & execution
Client onboarding & retention
Portfolio & relationship management
Collaboration
Risk & compliance
Communication

Education

Licensing: SIE, Series 6/63/65, Life & Health
Series 7 & 66 preferred
Post-secondary degree preferred

Job description

Bank of Montreal is seeking a results-driven Financial Advisor to act as the primary client contact, uncover financial needs, and provide holistic banking and investment solutions in a compliant framework. The role emphasizes new client acquisition, growing AUM, and increasing investment penetration within portfolios.

In partnership with Financial Advisors and COIs, you will guide clients using a defined solution set, while promoting digital platforms and maintaining strong client relationships.

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