Wealth Advisor & Client Solutions Specialist

BMO; Greenwood (IN); 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 is seeking a relationship-driven financial advisor to uncover clients' financial needs and deliver holistic banking and investment solutions. You will work within a defined set of banking/investment products, advise clients, and collaborate with Financial Advisors for more complex cases.

The role emphasizes new client acquisition, growing assets under management, and expanding investment penetration while adhering to regulatory standards.

Qualifications

• 3+ years of relevant experience; degree preferred, not required.
• Knowledge of banking products, services, pricing strategies, and profitability.
• Licenses: SIE, Life & Health, and appropriate securities licenses within 120 days of start date.

Responsibilities

• Uncover financial opportunities and develop recommendations via financial planning approach.
• Provide financial advice, guidance, and solutions through banking and investment products.
• Collaborate with Financial Advisor for complex needs.
• Acquire new assets and grow AUM via client portfolio.
• Promote digital platforms and drive adoption of digital features.
• Develop and execute a sales plan to achieve objectives.
• Build and maintain relationships with key client stakeholders.

Skills

Financial planning

Relationship management

Financial advice

Consultative selling

Digital platform adoption

Portfolio management

Credit risk awareness

Education

SIE Exam

State Life and Health insurance license

Series 6, 63, 65 OR Series 7, 66

Tools

CRM systems

Financial planning software

Job description

BMO is seeking a relationship-driven financial advisor to uncover clients' financial needs and deliver holistic banking and investment solutions. You will work within a defined set of banking/investment products, advise clients, and collaborate with Financial Advisors for more complex cases.

The role emphasizes new client acquisition, growing assets under management, and expanding investment penetration while adhering to regulatory standards.