Strategic Banking & Investments Client Advisor

BMO Harris Bank; Denver (CO); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group in Denver, CO, is seeking a seasoned banking professional to act as primary client contact, uncover financial needs, and provide holistic banking and investment solutions in accordance with regulatory policies. You will collaborate with Financial Advisors and partners to grow assets, deepen client relationships, drive new business, and guide clients to digital platforms.

The role requires 3+ years in financial services, licenses within 120 days, and a commitment to service

Qualifications

• 3+ years of relevant experience in financial services.
• Knowledge of banking products, services, pricing strategies and profitability.
• Licenses: SIE and Life/Health; they must be obtained within 120 days if not currently held.

Responsibilities

• Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborates with Financial Advisor and partners to serve clients with complex needs.
• Develops and executes business plans to achieve sales objectives and grow AUM.

Skills

Financial advisory

Relationship building

Sales planning

Regulatory compliance

Communication skills

Education

SIE Exam

State Life and Health insurance license

Series 6/63/65 or Series 7/66 licenses

Job description

BMO Financial Group in Denver, CO, is seeking a seasoned banking professional to act as primary client contact, uncover financial needs, and provide holistic banking and investment solutions in accordance with regulatory policies. You will collaborate with Financial Advisors and partners to grow assets, deepen client relationships, drive new business, and guide clients to digital platforms.

The role requires 3+ years in financial services, licenses within 120 days, and a commitment to service