Wealth Solutions Advisor

BMO; California; Presencial; USD 65.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group in California seeks a proactive Relationship Manager to uncover client needs and provide holistic banking and investment solutions. You will collaborate with partners, drive new client acquisition, and grow AUM while guiding clients to digital tools.

A consultative sales professional with strong credit, risk, and compliance knowledge is needed. The role requires 3+ years of experience in financial services, relevant licenses or the ability to obtain them within 120 days, and

Formación

• 3+ years of relevant experience.
• Post-secondary degree preferred, not required.
• Experience in a financial services organization with banking products and profitability awareness.
• Required licenses or must be obtained within 120 days of start date: SIE, Life & Health, Series 6/63/65 or Series 7/66.

Responsabilidades

• Act as primary client contact to uncover financial needs and provide holistic banking and investment solutions.
• Collaborate with partners and COIs to build relationships and drive new client acquisition and AUM growth.
• Develop and execute business plans and sales strategies to achieve targets.
• Promote digital platform adoption and guide clients to digital features.
• Evaluate and manage risk, ensure compliance with policies and regulatory requirements.

Conocimientos

Relationship Management

Financial Needs Discovery

Product & Solution Design

Client Acquisition

Portfolio Management

Cash Flow Analysis

Credit & Lending Knowledge

Securities & Insurance Knowledge

Risk & Compliance

Learning Agility

Educación

Post-secondary degree in related field

SIE Exam / State Life & Health / Series 6,63,65 OR Series 7 & 66

Descripción del empleo

BMO Financial Group in California seeks a proactive Relationship Manager to uncover client needs and provide holistic banking and investment solutions. You will collaborate with partners, drive new client acquisition, and grow AUM while guiding clients to digital tools.

A consultative sales professional with strong credit, risk, and compliance knowledge is needed. The role requires 3+ years of experience in financial services, relevant licenses or the ability to obtain them within 120 days, and