Senior Mass Affluent Relationship Advisor

BMO U.S.; Visalia (CA); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO U.S. seeks a mass affluent Client Advisor to proactively manage an assigned portfolio across multiple branches. You will be the primary contact, uncover financial needs, and provide compliant solutions while collaborating with market partners and the community.

The role emphasizes relationship building, sales targets, and guidance on digital banking options. Compliance and risk controls are integral to daily duties.

Qualifications

• Typically 4-6 years of relevant experience in financial services.
• Proven knowledge of banking products, pricing strategies and profitability management.
• Licensing: SIE, Series 6, 63, 65, state Life and Health licenses; additional licenses preferred.

Responsibilities

• Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
• Acts as primary client contact to uncover financial needs and provide solutions in compliance with policies.
• Achieves sales targets by acquiring assets from existing and new client portfolios.
• Identifies prospects through branch partners and community networks.

Skills

Client relationships

Consultative selling

Regulatory compliance

Cross-functional collaboration

Analytical thinking

Problem solving

Communication (verbal)

Relationship management

Education

Post-secondary degree preferred

Job description

BMO U.S. seeks a mass affluent Client Advisor to proactively manage an assigned portfolio across multiple branches. You will be the primary contact, uncover financial needs, and provide compliant solutions while collaborating with market partners and the community.

The role emphasizes relationship building, sales targets, and guidance on digital banking options. Compliance and risk controls are integral to daily duties.