Wealth & Banking Advisor

BMO; Vacaville (CA); 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 is seeking a client-focused Financial Advisor to uncover financial needs and deliver holistic banking and investment solutions across deposits, investments, and insurance.

As a trusted advisor, you will develop plans, advise on products, and collaborate with Financial Advisors to serve a diverse client portfolio in a U.S. market. This salaried role emphasizes growth, risk compliance, and digital adoption to drive asset growth.

Qualifications

• 3+ years of relevant experience; post-secondary degree in related field preferred, not required.
• SIE Exam and, State Life and Health insurance and, Series 6, 63 and 65 OR Series 7 and 66.
• If licenses are not currently held, they are required within 120 days of the role start date.

Responsibilities

• Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Provides financial advice, guidance, and solutions through a defined banking and investment solution set.
• Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives.
• Sources new revenue and investments through client acquisition and deepening existing relationships.
• Delivers consistent client service using established playbook and guidelines.
• Collaborates with Financial Advisor for clients with more complex financial needs.

Education

Post-secondary degree preferred

Job description

BMO is seeking a client-focused Financial Advisor to uncover financial needs and deliver holistic banking and investment solutions across deposits, investments, and insurance.

As a trusted advisor, you will develop plans, advise on products, and collaborate with Financial Advisors to serve a diverse client portfolio in a U.S. market. This salaried role emphasizes growth, risk compliance, and digital adoption to drive asset growth.