Senior Client Advisor, Wealth & Banking Solutions

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a client-focused banking and investment professional in the United States to uncover financial needs, provide holistic solutions, and grow assets under management. You will work with BMO partners and community connections to deliver an exceptional customer experience.

The role emphasizes relationship-building, cross-selling, and adherence to regulatory standards while expanding the advisor network and digital adoption for clients.

Qualifications

• Typically 3+ years of relevant experience in financial services.
• Solid knowledge of banking products, pricing strategies and profitability.
• Licenses: SIE, Series 6/63/65 and Life & Health; 7/66 preferred and must be obtained if not held.

Responsibilities

• Build relationships with clients and uncover financial opportunities.
• Provide financial advice, guidance, and solutions across banking and investment products.
• Collaborate with Financial Advisors for complex needs and manage assigned client portfolio.
• Identify cross-sell opportunities and acquire new assets from existing and new clients.
• Guide clients to digital platforms and promote adoption of digital features.

Skills

Consultative selling

Relationship building

Financial planning

Cross-selling

Regulatory compliance

Education

SIE Exam

Series 6, 63, 65 licenses

Life and Health licenses

Bachelor's degree preferred

Tools

Series 7

Series 66

Job description

BMO Financial Group is seeking a client-focused banking and investment professional in the United States to uncover financial needs, provide holistic solutions, and grow assets under management. You will work with BMO partners and community connections to deliver an exceptional customer experience.

The role emphasizes relationship-building, cross-selling, and adherence to regulatory standards while expanding the advisor network and digital adoption for clients.