Senior Wealth Relationship Advisor

BMO U.S.; Des Moines (IA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Des Moines, IA is seeking a driven Financial Advisor to serve as a primary client contact, uncover financial needs, and deliver holistic banking and investment solutions in a compliant framework.

You will collaborate with internal partners, manage portfolios, and drive asset growth while mentoring branch personnel on mass affluent client service. Regulatory knowledge and multi-product proficiency are essential.

Qualifications

• Typically 3+ years of relevant experience; post-secondary degree preferred, not required.
• Proven experience in financial services; knowledge of banking products and profitability management.
• Licenses: SIE, Life & Health insurance; Series 6/63/65 or 7/66; must obtain within 120 days.
• Advanced understanding of deposit, loan and banking products, credit risk policies, and regulatory requirements.
• In-depth knowledge of brokerage, insurance, retirement plans, and business banking solutions.
• In-depth portfolio and client relationship management knowledge.

Responsibilities

• Uncover financial needs and provide holistic banking/investment solutions.
• Collaborate with Financial Advisor for complex cases.
• Acquire new assets and deepen client relationships to grow AUM.
• Guide clients to digital platforms and promote digital adoption.
• Develop and execute a business plan to meet sales objectives.
• Identify long- and short-term value creation for target segments.
• Participate in community outreach to generate prospects.
• Ensure compliant, accurate onboarding and service delivery.

Skills

Financial needs discovery

Relationship building

Advisory & communication

Sales strategy & execution

Portfolio management

Education

SIE exam

Life & Health insurance license

Series 6/63/65 or 7/66

Tools

CRM systems

Financial planning software

Job description

BMO Financial Group in Des Moines, IA is seeking a driven Financial Advisor to serve as a primary client contact, uncover financial needs, and deliver holistic banking and investment solutions in a compliant framework.

You will collaborate with internal partners, manage portfolios, and drive asset growth while mentoring branch personnel on mass affluent client service. Regulatory knowledge and multi-product proficiency are essential.