Wealth & Banking Growth Advisor

BMO U.S.; Visalia (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 Financial Group is seeking a skilled financial advisor to uncover client needs and deliver holistic banking and investment solutions. You will collaborate with partnerships and COIs to build relationships, focusing on new client acquisition and growing assets under management.

The role emphasizes advising on deposits, investments, and insurance products, while expanding digital platform adoption and delivering superior client experiences.

Qualifications

• 3+ years of relevant experience in financial services.
• 2+ years in a banking or advisory role is preferred.
• Licensing requirements must be met within 120 days of start.

Responsibilities

• Act as primary client contact to uncover financial needs and provide holistic solutions.

Skills

Financial Needs Discovery

Product & Solution Design

Investment, Insurance & Advisory

Prospecting & Acquisition

Client Relationship Management

Sales Strategy & Execution

Risk & Compliance

Education

SIE Exam

State Life & Health Insurance License

Series 6/63/65 or Series 7/66 License

Job description

BMO Financial Group is seeking a skilled financial advisor to uncover client needs and deliver holistic banking and investment solutions. You will collaborate with partnerships and COIs to build relationships, focusing on new client acquisition and growing assets under management.

The role emphasizes advising on deposits, investments, and insurance products, while expanding digital platform adoption and delivering superior client experiences.