Senior Client Wealth Advisor

BMO; Centennial (CO); 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 is seeking a client-focused banking professional in the United States to uncover financial needs and provide holistic banking and investment solutions. The role partners with financial advisors to support complex needs, grow assets, and deepen client relationships across deposits, investments, and advisory products.

The position emphasizes consultative relationship-building, cross-selling, and guiding clients to digital platforms while adhering to risk and regulatory standards.

Qualifications

• Must have knowledge of banking products, pricing strategies, and profitability management.
• Licensing requirements must be completed within the stated deadline.
• Experience with financial planning and advisory services is preferred.

Responsibilities

• Uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor for complex needs.
• Grow assets and client portfolio through new acquisitions.
• Guide clients to digital platforms and promote adoption.
• Develop and execute a business plan to achieve sales objectives.
• Maintain client onboarding, documentation, and service delivery.

Skills

Financial Needs Discovery

Product & Solution Design

Advisory & Communication

Portfolio & Relationship Management

Education

SIE Exam

State Life and Health Insurance

Series 6, 63 and 65 OR Series 7 and 66

Licensing within 120 days

Job description

BMO is seeking a client-focused banking professional in the United States to uncover financial needs and provide holistic banking and investment solutions. The role partners with financial advisors to support complex needs, grow assets, and deepen client relationships across deposits, investments, and advisory products.

The position emphasizes consultative relationship-building, cross-selling, and guiding clients to digital platforms while adhering to risk and regulatory standards.