Wealth & Banking Advisor for High-Touch Clients

BMO U.S.; San Francisco (CA); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a client-focused specialist to uncover financial needs and deliver holistic banking and investment solutions. You will collaborate with Financial Advisors, develop recommendations, and drive new client acquisition while growing assets under management.

The role emphasizes relationship management, cross-selling, and guiding clients to digital platforms, with a base salary and incentives reflecting the market.

Qualifications

• 3+ years of relevant experience in financial services or banking.
• Knowledge of banking products, pricing, and profitability management.
• Licensing requirements include SIE, Series 6, 63, 65; Life/Health licenses; Series 7/66 preferred.

Responsibilities

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Develop recommendations using a financial planning approach and defined product set.
• Collaborate with Financial Advisor for complex needs and guide clients to digital platforms.
• Meet sales targets by acquiring assets and deepening existing relationships.
• Build and execute a business plan with sales strategies to reach objectives.

Skills

Financial Needs Discovery

Product & Solution Design

Investment, Insurance & Advisory

Prospecting & Acquisition

Advisory & Communication

Client Onboarding & Retention

Education

Post-secondary degree preferred

Job description

BMO Financial Group in the United States seeks a client-focused specialist to uncover financial needs and deliver holistic banking and investment solutions. You will collaborate with Financial Advisors, develop recommendations, and drive new client acquisition while growing assets under management.

The role emphasizes relationship management, cross-selling, and guiding clients to digital platforms, with a base salary and incentives reflecting the market.