Wealth & Banking Advisor for High-Impact Clients

Hispanic Alliance for Career Enhancement; Bloomingdale (IL); On-site; USD 64,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO Financial Group is seeking a sales-driven Banking Advisor in the United States to serve as the primary client contact and deliver holistic banking and investment solutions in line with regulatory policies.

You will work with Financial Advisors on complex needs, drive new client acquisition, and expand assets through strategic relationship management. A focus on digital adoption and disciplined sales execution will be essential.

Qualifications

• Typically 3+ years of relevant experience in financial services.
• Knowledge of banking products, services, pricing strategies, and profitability management.
• Licenses required within 120 days if not currently held (SIE, Series 6, 63, 65, Life & Health).
• Understanding of retirement plans, business banking, insurance, and asset management.

Responsibilities

• Uncover financial opportunities and provide banking/investment solutions.
• Collaborate with Financial Advisor for complex needs.
• Acquire new assets and deepen existing client relationships.
• Promote digital platforms and guide clients in adoption of digital features.
• Develop and execute a business plan to achieve sales objectives.
• Engage with centers of influence and community relationships.
• Review credit applications to ensure sound lending decisions.
• Ensure compliance with risk policies and safeguarding procedures.

Skills

Relationship building

Consultative selling

Financial planning

Client service

Education

Bachelor's degree or related field

Tools

SIE license

Series 6/63/65 licenses

Series 7/66 licenses preferred

Job description

BMO Financial Group is seeking a sales-driven Banking Advisor in the United States to serve as the primary client contact and deliver holistic banking and investment solutions in line with regulatory policies.

You will work with Financial Advisors on complex needs, drive new client acquisition, and expand assets through strategic relationship management. A focus on digital adoption and disciplined sales execution will be essential.