Senior Mass Affluent Relationship Leader

BMO; Des Moines (IA); On-site; USD 52,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Mass Affluent Financial Advisor to proactively manage a client portfolio across multiple branches. The role emphasizes consultative selling, uncovering financial needs, and delivering compliant solutions while building community relationships.

Responsibilities include credit review, client retention, and driving new asset acquisition within the assigned portfolio. Compliance with risk and regulatory standards is essential, with a strong emphasis on customer

Qualifications

• Licensing requirements must be obtained within 120 days of start date.
• Strong knowledge of banking products, pricing strategies, and profitability management.
• Excellent communication and relationship-building skills.

Responsibilities

• Act as primary contact to uncover financial needs and offer solutions.
• Develop relationships with mass affluent clients across branch locations.
• Review credit applications to ensure sound lending principles and risk controls.
• Educate clients on digital banking options and self-serve tools.
• Collaborate with branch partners to identify opportunities and referrals.

Skills

SIE Exam

Series 6/63/65 licenses

State Life and Health licenses

Series 7/66 licenses preferred

Education

Post-secondary degree in related field (preferred)

Job description

BMO Financial Group is seeking a Mass Affluent Financial Advisor to proactively manage a client portfolio across multiple branches. The role emphasizes consultative selling, uncovering financial needs, and delivering compliant solutions while building community relationships.

Responsibilities include credit review, client retention, and driving new asset acquisition within the assigned portfolio. Compliance with risk and regulatory standards is essential, with a strong emphasis on customer