Wealth & Banking Advisor: Client Growth & Solutions

Bank of Montreal; Denver (CO); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) in Denver, CO, is seeking an experienced financial advisor to serve as the primary client contact for uncovering needs and delivering integrated banking and investment solutions. The role emphasizes new client acquisition, growing assets under management, and expanding investment penetration within portfolios.

The position requires knowledge of deposits, loans, brokerage and insurance products, and compliance with banking regulations.

Qualifications

• 3+ years of relevant experience in financial services
• Knowledge of banking products, services, pricing, and profitability
• Licenses required within 120 days of start date and regulatory compliance

Responsibilities

• Uncover financial needs and provide holistic banking and investment solutions
• Acquire new assets and grow AUM within assigned portfolio
• Promote digital platform adoption and client onboarding
• Build relationships with clients and centers of influence to drive referrals
• Provide financial advice and solutions including advisory accounts, annuities, mutual funds, and life insurance
• Collaborate with Financial Advisor for complex cases and ensure compliance with policies

Skills

Financial needs discovery

Relationship building

Sales strategy

Compliance awareness

Education

Bachelor's degree or higher (preferred)

SIE Exam

Series 6/63/65 OR Series 7/66

Job description

Bank of Montreal (BMO) in Denver, CO, is seeking an experienced financial advisor to serve as the primary client contact for uncovering needs and delivering integrated banking and investment solutions. The role emphasizes new client acquisition, growing assets under management, and expanding investment penetration within portfolios.

The position requires knowledge of deposits, loans, brokerage and insurance products, and compliance with banking regulations.