Strategic Client Wealth Advisor

BMO Harris Bank; Parker (CO); 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 Harris Bank is seeking a results-driven advisor to act as the primary contact for clients, uncover financial needs, and deliver holistic banking and investment solutions. You will collaborate with Financial Advisors for complex cases and drive growth through new assets and expanded relationships.

The role requires securing licenses within 120 days and leveraging digital platforms to enhance client experience, while maintaining regulatory compliance and strong customer service standards.

Qualifications

• 3+ years of relevant experience in financial services or banking
• Knowledge of banking products, services, pricing, and profitability
• Licensing: SIE required; obtain Series 6/63/65 or Series 7/66 within 120 days of start

Responsibilities

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions
• Collaborate with Financial Advisor for complex client needs
• Acquire new assets from existing portfolios and new client acquisition
• Promote digital platforms and adoption of digital features
• Develop and execute a business plan to achieve sales objectives

Skills

Financial Needs Discovery

Portfolio & Relationship Management

Sales Strategy & Execution

Advisory & Communication

Prospecting & Acquisition

Education

SIE Certification

Series 7/66

Series 6/63

Tools

CRM systems

Regulatory compliance tools

Job description

BMO Harris Bank is seeking a results-driven advisor to act as the primary contact for clients, uncover financial needs, and deliver holistic banking and investment solutions. You will collaborate with Financial Advisors for complex cases and drive growth through new assets and expanded relationships.

The role requires securing licenses within 120 days and leveraging digital platforms to enhance client experience, while maintaining regulatory compliance and strong customer service standards.