Senior Client Wealth & Banking Advisor

BMO Harris Bank; Libertyville (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 Harris Bank is hiring for a role in Retail Banking Sales & Service in the United States. The role focuses on uncovering client financial needs, delivering holistic banking and investment solutions, and growing assets through client acquisition and deeper relationships.

The position emphasizes consultative selling, onboarding clients, and promoting digital banking tools, with targets emphasized for deposits, investments, and overall revenue.

Qualifications

• 3+ years of relevant experience in financial services preferred.
• Knowledge of banking products, pricing strategies, and profitability management.
• Licensing: SIE required; Series 6/63/65 or 7/66.
• Licenses must be obtained within 120 days if not currently held.

Responsibilities

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Develop and execute a business plan to achieve sales objectives.
• Acquire new assets and expand relationships within client portfolios.
• Promote digital platforms and adoption of digital features.
• Coordinate outreach for seminars, campaigns, or client events.

Skills

Relationship building

Consultative selling

Financial planning

Banking products

Client onboarding

Education

Post-secondary degree preferred

Job description

BMO Harris Bank is hiring for a role in Retail Banking Sales & Service in the United States. The role focuses on uncovering client financial needs, delivering holistic banking and investment solutions, and growing assets through client acquisition and deeper relationships.

The position emphasizes consultative selling, onboarding clients, and promoting digital banking tools, with targets emphasized for deposits, investments, and overall revenue.