Wealth & Relationship Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO U.S. is seeking a financial advisor to act as the primary client contact for uncovering financial needs. This role involves developing and executing a business plan, cultivating strategic relationships, and achieving sales targets.

Ideal candidates will possess 3+ years of experience in financial services and a breadth of understanding in banking products. The position offers a salary range of $55,000 to $120,000.

Qualifications

• Typically, 3+ years of relevant experience.
• Proven experience in a financial services organization.
• Advanced understanding of banking products and cash flow analysis.
• In-depth knowledge of brokerage and insurance products.
• Technical proficiency gained through education and/or business experience.

Responsibilities

• Act as primary client contact to uncover financial needs.
• Develop, maintain, and execute a business plan.
• Achieve results and meet sales targets.
• Coordinate outreach for client events.
• Cultivate strategic relationships with key client stakeholders.
• Execute quality customer review meetings for retention.

Skills

Financial Needs Discovery

Product & Solution Design

Investment, Insurance & Advisory

Deposit & Cash Management

Lending & Credit

Prospecting & Acquisition

Sales Strategy & Execution

Advisory & Communication

Client Onboarding

Portfolio Management

Risk & Compliance

Learning Agility

Collaboration

Education

Post-secondary degree in related field

Tools

SIE Exam

State Life and Health insurance

Series 6

Series 63

Series 65

Series 7

Series 66

Job description

BMO U.S. is seeking a financial advisor to act as the primary client contact for uncovering financial needs. This role involves developing and executing a business plan, cultivating strategic relationships, and achieving sales targets.

Ideal candidates will possess 3+ years of experience in financial services and a breadth of understanding in banking products. The position offers a salary range of $55,000 to $120,000.