Senior Wealth & Relationship Advisor

BMO U.S.; Verona (WI); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a client-focused banking and investment advisor to uncover financial needs and deliver holistic solutions. You will work with partners, COIs, and communities to build relationships and grow assets, while adhering to regulatory and compliance standards.

The role emphasizes consultative relationship-building, new client acquisition, expanding AUM, guiding clients to digital platforms, developing sales plans, and collaborating with Financial Advisors

Qualifications

• 3+ years in financial services (preferred), degree optional.
• Knowledge of banking products, pricing strategies, profitability management.
• Licenses: SIE, Life & Health; Series 6/63/65 or 7/66; must obtain missing licenses within 120 days.

Responsibilities

• Act as primary client contact, uncover financial needs, and provide holistic banking/investment solutions.
• Collaborate with Financial Advisor for complex needs.
• Acquire assets from existing portfolios and new clients; meet sales targets.

Skills

Financial needs discovery

Product & solution design

Advisory products

Education

SIE Exam

State Life & Health insurance license

Series 6/63/65 or 7/66

Job description

BMO Financial Group in the United States seeks a client-focused banking and investment advisor to uncover financial needs and deliver holistic solutions. You will work with partners, COIs, and communities to build relationships and grow assets, while adhering to regulatory and compliance standards.

The role emphasizes consultative relationship-building, new client acquisition, expanding AUM, guiding clients to digital platforms, developing sales plans, and collaborating with Financial Advisors