Strategic Wealth & Banking Advisor

BMO; Visalia (CA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a client-focused financial advisor to uncover needs and provide holistic banking and investment solutions to a growing client base in the United States. You will collaborate with advisors, identify opportunities, and guide clients to digital platforms while meeting sales targets and maintaining compliance.

The role emphasizes relationship management, portfolio growth, and ongoing client onboarding and education on available products and services.

Qualifications

• 3+ years of relevant experience in financial services or wealth management.
• Experience with banking products, investment solutions, and profitability management.
• SIE exam and State Life and Health licenses, or willingness to obtain within 120 days.

Responsibilities

• Uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor for complex financial needs.
• Acquire new assets from existing portfolios and new clients.
• Promote digital platforms and guide clients to use digital features.
• Develop and execute a sales plan to meet targets.
• Build and maintain relationships with centers of influence and community.

Skills

Financial Needs Discovery

Product & Solution Design

Advisory Products

Education

Post-secondary degree preferred

Tools

Brokerage platforms

Regulatory systems

Job description

BMO is seeking a client-focused financial advisor to uncover needs and provide holistic banking and investment solutions to a growing client base in the United States. You will collaborate with advisors, identify opportunities, and guide clients to digital platforms while meeting sales targets and maintaining compliance.

The role emphasizes relationship management, portfolio growth, and ongoing client onboarding and education on available products and services.