Wealth & Relationship Advisor

BMO; McHenry (IL); 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 seeks a client-facing professional to uncover financial needs and deliver holistic banking and investment solutions in collaboration with Financial Advisors. You will attract new clients, deepen relationships, and promote digital adoption while following regulatory policies.

The role emphasizes consultative relationship-building, sales targets, and comprehensive product knowledge across deposits, investments, and insurance within a dynamic market presence.

Qualifications

• Intermediate level proficiency in Financial Needs Discovery, Product & Solution Design, Investment, Insurance & Advisory Products.

Responsibilities

• Takes a consultative approach to relationship building and uncovering financial opportunities while developing recommendations by taking a financial planning approached.
• Provides financial advice, guidance, and solutions through a defined banking and investment solution set (e.g. simplified advisory accounts, annuities, mutual funds, 529s, and life insurance).
• Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs.
• Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.

Skills

Financial Needs Discovery

Product & Solution Design

Investment, Insurance & Advisory

Education

Bachelor’s degree preferred

Job description

BMO Financial Group seeks a client-facing professional to uncover financial needs and deliver holistic banking and investment solutions in collaboration with Financial Advisors. You will attract new clients, deepen relationships, and promote digital adoption while following regulatory policies.

The role emphasizes consultative relationship-building, sales targets, and comprehensive product knowledge across deposits, investments, and insurance within a dynamic market presence.