BMO Financial Group Premier Financial Advisor - Chicago, IL in Chicago, Illinois
Premier Financial Advisor works in collaboration with the Premier Banker, Regional Market Leader and other team members to ensure the comprehensive delivery of Premier Services’ capabilities. Teams closely with Premier Banker to uncover client needs and provides solutions directly, or indirectly through referrals to business partners. Provides financial and investment planning and advice, primarily to customers of the Bank, including the sale of appropriate products and services to fulfill identified needs. Such products include individual mutual funds, mutual fund wrap accounts, ETF wrap accounts, multi-manager accounts, separately managed accounts, insurance, annuities, 529 plans, 401(k) plans, and other similar products that may be added from time to time. Referrals to and cross-selling of other parts of the BMO Harris organization is expected as well.
100% Business Development & Client Relationship Management (Strong and continuous teaming with Premier Banker teammate is expected).
Working in collaboration with the Premier Banker, Regional Market Leader and other team members to ensure the comprehensive delivery of Premier Services’ capabilities.
Partnering closely and conducting joint appointments with Premier Banker to identify client needs.
Using consultative sales process to develop strong client relationships and position Premier Banker as core member of relationship management team.
Increasing assets under management by prospecting BMO Harris customer base through outbound calling campaigns, conducting seminars, and cultivation of branch employee referrals.
Introducing clients to investment strategies and working with clients to develop a financial plan utilizing appropriate guidance tools.
Selecting from a menu of managed products such as individual mutual funds, separately managed accounts, multi-manager accounts, mutual fund wrap accounts and ETF wrap accounts to meet clients’ investment needs.
Building and maintaining strong working relationships within the bank environment.
Fostering a strong team environment with Premier Banker partner. Coaching and mentoring Premier Bankers, which includes conducting joint appointments and sharing product knowledge and sales tips.
Implementing a Relationship Management Plan including strong collaboration with Premier Banker partner to manage client base.
Cross-selling and referring to other areas within the BMO Harris organization.
Providing superior service to client base.
Compliance with firm and regulatory requirements and policies.
Establishing and optimizing team integration by articulating the linkages between the accountabilities and authorities of different roles across the group and by establishing the context in which they will work collaboratively with one another.
1-2 years of sales experience in the financial services industry.
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
Life and Health Insurance Producer’s License
Completed LTC Continuing Education Requirements
Strong working knowledge of financial industry.
Experience working with managed products and providing fee-based advice and/or financial
Planning services a plus.
Strong understanding of deposit and loan (including mortgage) products and banking services
High level of integrity (Clean U-4).
High school education or equivalent work experience required, BA/BS and CFP preferred.
Strong prospecting skills
Strong team orientation and collaborative skills
Demonstrated ability to sell and refer financial opportunities.
Confidence, self-motivation, and strong desire to sell investment products.
Excellent organizational, presentation and client relationship management skills.
PC skills and systems knowledge
We’re here to help
At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.
As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us athttps://bmoharriscareers.com.
BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.