Job Description

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 Producers 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

At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives.