Wealth & Banking Advisor: Grow Portfolios & Plans

BMO Harris Bank; California; Vor Ort; USD 65.000 - 140.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Zusammenfassung

BMO Harris Bank in California is seeking a financial advisor/relationship banker to uncover client needs and deliver banking and investment solutions. You will collaborate with partners, grow AUM, and expand advisory services while promoting digital tools and client onboarding across a defined portfolio.

The role emphasizes prospecting, plan development, and strategic relationship management to meet regulatory standards and drive revenue growth.

Qualifikationen

• Typically, 3+ years of relevant experience; post-secondary degree in related field preferred, not required.
• Proven experience in a financial services organization demonstrating knowledge of banking products, pricing strategies, and profitability management.
• SIE exam and life/health license requirements outlined; regulatory licensing timelines apply.
• Deep knowledge of deposits, loans, and advisory services; familiarity with brokerage and insurance products.

Aufgaben

• Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Achieves sales targets by acquiring new assets from existing client portfolios and new client acquisition.
• Promotes adoption of digital platforms and guides clients to use digital features.
• Develops and executes a business plan with sales strategies to reach objectives.
• Identifies opportunities for relationship growth and coordinates seminars, campaigns, or client events.

Kenntnisse

Financial Needs Discovery

Product & Solution Design

Investment, Insurance & Advisory

Prospecting & Acquisition

Sales Strategy & Execution

Advisory & Communication

Client Onboarding & Retention

Ausbildung

SIE Exam

State Life and Health insurance

Series 6, 63, 65 or 7, 66

Post-secondary degree in related field

License within 120 days of start

Jobbeschreibung

BMO Harris Bank in California is seeking a financial advisor/relationship banker to uncover client needs and deliver banking and investment solutions. You will collaborate with partners, grow AUM, and expand advisory services while promoting digital tools and client onboarding across a defined portfolio.

The role emphasizes prospecting, plan development, and strategic relationship management to meet regulatory standards and drive revenue growth.