Wealth & Banking Relationship Advisor

BMO; Wauwatosa (WI); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a sales-focused financial professional to act as a primary client contact, uncover financial needs, and deliver holistic banking and investment solutions. You will work with partners and community leaders to build relationships, drive new client acquisition, deepen assets under management, and promote digital platform adoption.

Role emphasizes meeting sales targets, coordinating with Financial Advisors for complex needs, and delivering timely, accurate service while ensuring

Qualifications

• Typically 3+ years of relevant experience; post-secondary degree preferred, not required.
• Experience in financial services with knowledge of banking products and profitability.
• Licensing: SIE, Life/Health, Series 6/63/65 or 7/66; if not held, must be obtained within 120 days.

Responsibilities

• Uncover financial needs and provide holistic banking and investment solutions.
• Achieve sales targets by acquiring new assets and growing client relationships.
• Collaborate with Financial Advisor for complex needs and guide clients to digital platforms.
• Develop and execute a business plan to achieve sales objectives.
• Build relationships with centers of influence and coordinate client events.
• Ensure compliance with security policies and regulatory requirements.

Skills

Financial Needs Discovery

Product & Solution Design

Advisory Products

Collaboration

Prospecting

Sales Strategy

Client Onboarding

Education

Bachelor's degree preferred

Job description

BMO is seeking a sales-focused financial professional to act as a primary client contact, uncover financial needs, and deliver holistic banking and investment solutions. You will work with partners and community leaders to build relationships, drive new client acquisition, deepen assets under management, and promote digital platform adoption.

Role emphasizes meeting sales targets, coordinating with Financial Advisors for complex needs, and delivering timely, accurate service while ensuring