Wealth & Client Advisory Specialist

BMO U.S.; Libertyville (IL); On-site; USD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a proven financial professional to act as the primary client contact, uncover financial needs, and deliver holistic banking and investment solutions in a compliant framework.

You will collaborate with advisors, grow assets through new client acquisition, and deepen relationships, while driving adoption of digital tools and executing strategic sales plans across a broad product set.

Qualifications

• Typically 3+ years of relevant experience; degree preferred, not required.
• Proven experience in financial services with banking product knowledge.
• Licensing: SIE; Life & Health; Series 6/63/65 or 7/66; must be obtained if not held.
• Strong understanding of deposits, loans, brokerage products and practices.

Responsibilities

• Acts as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborates with Financial Advisor for clients with more complex needs.
• Proactively works with assigned portfolio to uncover needs and opportunities.
• Develops sales strategies and a business plan to achieve sales objectives.
• Sources new revenue through client acquisition and deepening relationships.
• Guides clients to use digital platforms and promotes adoption of digital features.
• Maintains compliance with risk and safeguarding procedures.

Skills

Relationship building

Consultative selling

Financial needs discovery

Advisory & communication

Collaboration

Learning agility

Sales strategy & execution

Education

SIE Exam

State Life and Health license

Series 6, 63 and 65

Series 7 and 66

Job description

BMO Financial Group seeks a proven financial professional to act as the primary client contact, uncover financial needs, and deliver holistic banking and investment solutions in a compliant framework.

You will collaborate with advisors, grow assets through new client acquisition, and deepen relationships, while driving adoption of digital tools and executing strategic sales plans across a broad product set.