Wealth & Relationship Advisor

BMO; Town of Sun Prairie (WI); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement plans

Job summary

BMO Financial Group in the United States seeks a client-focused advisor to uncover financial needs and provide holistic banking and investment solutions. You will build relationships, guide clients through planning, and expand assets through outbound and inbound opportunities.

The role emphasizes collaboration with advisors, adherence to regulatory requirements, and proactive client engagement, with a salary range matching the market and comprehensive benefits.

Qualifications

• Typically, 3+ years of relevant experience; post-secondary degree preferred, not required.
• Experience in financial services with banking products, pricing strategies, and profitability.
• Licenses required within 120 days of start date if not held.

Responsibilities

• Uncover financial opportunities and provide holistic banking and investment solutions.
• Collaborate with Financial Advisor for more complex needs.
• Acquire new assets and grow AUM through client portfolio management.
• Develop and execute a business plan with sales strategies to meet objectives.
• Introduce digital platforms and promote adoption of digital features.
• Ensure compliant and timely service delivery and onboarding.

Skills

Financial needs discovery

Prospecting & acquisition

Advisory & communication

Relationship management

Education

SIE Exam

State Life & Health Insurance License

Series 6/63/65 or 7/66

Post-secondary degree preferred

Job description

BMO Financial Group in the United States seeks a client-focused advisor to uncover financial needs and provide holistic banking and investment solutions. You will build relationships, guide clients through planning, and expand assets through outbound and inbound opportunities.

The role emphasizes collaboration with advisors, adherence to regulatory requirements, and proactive client engagement, with a salary range matching the market and comprehensive benefits.