Wealth Client Advisor & Growth Specialist

BMO Harris Bank; Naperville (IL); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO Harris Bank in Naperville, IL seeks a client-focused professional to support investment client services and sales activities. You will help acquire clients from internal referrals and external leads, handle outbound calls, and provide detailed product information to align with client needs.

Requirements include a SIE certification and 2–3 years of related experience, with strong communication, analytical, and teamwork skills. The role is salaried with comprehensive benefits.

Qualifications

• 2–3 years of relevant experience with a post-secondary degree or equivalent.
• Advanced knowledge of investment processes and proprietary products.
• Licensing for the designated jurisdiction/portfolio is required.

Responsibilities

• Identify gaps and monitor sales/service performance against plans.
• Build client relationships via referrals and marketing initiatives.
• Grow business through telemarketing and outbound calls.
• Coordinate marketing activities and sales materials.
• Provide product/service knowledge to clients.
• Resolve client issues promptly and escalate when needed.
• Stay current with investment marketplace, products, and regulations.
• Prepare data for reports and dashboards; support client meetings.

Skills

Client relationship management

Verbal & written communication

Analytical thinking

Organizational skills

Collaboration & teamwork

Problem solving

Education

SIE Certification

Post-secondary degree in related field

Tools

Investment platforms

Job description

BMO Harris Bank in Naperville, IL seeks a client-focused professional to support investment client services and sales activities. You will help acquire clients from internal referrals and external leads, handle outbound calls, and provide detailed product information to align with client needs.

Requirements include a SIE certification and 2–3 years of related experience, with strong communication, analytical, and teamwork skills. The role is salaried with comprehensive benefits.