Wealth Growth Advisor | Client Relationships & Investments

BMO U.S.; Fresno (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 in the United States seeks a Retail Banking Sales & Service professional. You will uncover client financial needs and provide holistic banking and investment solutions under regulatory guidelines.

Work collaboratively with partners to build relationships, grow assets, and increase investment penetration. You will promote digital tools, deliver excellent service, and pursue new client acquisition through strategic planning.

Qualifications

• Typically 3+ years of relevant experience in financial services.
• Proven knowledge of banking products, pricing strategies, and profitability management.
• Licensing requirements: SIE and Life & Health; Series 6/63/65 or Series 7/66, required within 120 days if not held.

Responsibilities

• Uncover client financial needs and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor and partners to build relationships and grow assets.
• Drive new client acquisition and increase investment penetration while adhering to regulatory requirements.
• Promote digital platform adoption and contribute to business plans to hit sales targets.

Skills

Relationship management

Financial needs discovery

Sales strategy

Advisory services

Education

Bachelor’s degree or related field

Tools

SIE License

Series 7/66 or 6/63/65

Life & Health license

Job description

BMO Financial Group in the United States seeks a Retail Banking Sales & Service professional. You will uncover client financial needs and provide holistic banking and investment solutions under regulatory guidelines.

Work collaboratively with partners to build relationships, grow assets, and increase investment penetration. You will promote digital tools, deliver excellent service, and pursue new client acquisition through strategic planning.