Wealth Client Advisor & Relationship Builder

Hispanic Alliance for Career Enhancement; Onalaska (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings

Job summary

BMO Financial Group in the United States is seeking a Wealth Sales & Service professional to support delivery of financial planning and advice. You will work with the team to acquire clients, manage relationships, and coordinate marketing initiatives.

The role requires 2-3 years of relevant experience and solid knowledge of investment processes. A post-secondary degree and licenses for the jurisdiction are preferred, with opportunities across branch networks.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Advanced knowledge of investment process and procedures.
• Advanced knowledge of proprietary products and services to identify potential products and services for client needs.

Responsibilities

• Identifies gaps, issues and best practices through monitoring of sales and service performance against plans.
• Builds and maintains client relationships through internal referrals and external marketing initiatives.
• Expands business growth through telemarketing and outbound calls.
• Coordinates marketing activities and sales material to support client conversations.
• Provides detailed information about products and services offered.
• Resolves client complaints in a timely and effective manner; escalates when required.

Skills

Client relationship management

Investment knowledge

Sales experience

Communication skills

Education

Bachelor's degree in related field

Job description

BMO Financial Group in the United States is seeking a Wealth Sales & Service professional to support delivery of financial planning and advice. You will work with the team to acquire clients, manage relationships, and coordinate marketing initiatives.

The role requires 2-3 years of relevant experience and solid knowledge of investment processes. A post-secondary degree and licenses for the jurisdiction are preferred, with opportunities across branch networks.