Senior Wealth & Banking Client Advisor

BMO U.S.; Rockford (IL); 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 Financial Group is seeking a results-driven financial advisor/relationship manager in the U.S. market to serve as the primary client contact.

You will uncover financial needs, provide holistic banking and investment solutions, and collaborate with advisors to address complex scenarios. The role emphasizes relationship building, asset growth, and adoption of digital platforms, with a focus on new client acquisition and portfolio expansion.

Qualifications

• 3+ years of relevant experience in financial services preferred.
• Experience with banking products, services, pricing, and profitability.
• Licensing or required within 120 days of role start date.
• Experience with deposits, loans and credit risk policies; knowledge of brokerage and insurance products.
• Demonstrated ability to build relationships and deliver holistic financial solutions.

Responsibilities

• Act as the primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Develop recommendations via financial planning approach and defined product set.
• Collaborate with Financial Advisors for complex needs and opportunities.
• Uncover needs in assigned portfolios and identify cross-sell opportunities.
• Mentor branch personnel and train on mass affluent client processes.
• Review credit applications to ensure sound credit principles and remediation as needed.
• Ensure compliance with security, safeguarding, and regulatory standards.

Skills

Financial Needs Discovery

Product & Solution Design

Investment & Advisory

Advisory & Communication

Relationship Building

Sales Strategy & Execution

Education

Bachelor's degree preferred

SIE Exam

State Life and Health insurance licenses

Series 6, 63, 65 OR Series 7, 66 licenses

Job description

BMO Financial Group is seeking a results-driven financial advisor/relationship manager in the U.S. market to serve as the primary client contact.

You will uncover financial needs, provide holistic banking and investment solutions, and collaborate with advisors to address complex scenarios. The role emphasizes relationship building, asset growth, and adoption of digital platforms, with a focus on new client acquisition and portfolio expansion.