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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advisory services, including banking products, investment management, and client portfolio management. Proven ability to build relationships, achieve sales targets, and ensure compliance with regulatory standards.
Highest-signal resume keywords
Financial Advisory ServicesClient Portfolio ManagementSales Strategy & ExecutionRisk & ComplianceDeposit & Cash Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Needs DiscoveryProduct & Solution DesignInvestment ProductsInsurance ProductsAdvisory ProductsCash Flow AnalysisLending ProcessesCredit Risk PoliciesPortfolio ManagementRetirement Plans
Soft Skills
Relationship BuildingConsultative ApproachProblem SolvingCommunicationCollaboration
Tools & Technologies
Digital PlatformsClient Onboarding SystemsSales Performance Monitoring Tools
Certifications & Qualifications
SIE ExamState Life and Health Insurance LicenseSeries 6Series 63Series 65Series 7Series 66Federal Registration with Nationwide Mortgage Licensing System
Industry Keywords
Financial ServicesBanking ProductsInvestment ManagementInsuranceSuccession PlanningCompliance StandardsFraud PreventionAnti-Money LaunderingCredit QualityMass Affluent Clients
About the role
Key responsibilities & impact- Act as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory policies.
- Build relationships with BMO partners, centers of influence, and the community to deliver the desired customer experience.
- Acquire new clients, grow overall assets under management including deposits and investments, and increase investment penetration.
- Take a consultative approach to relationship building and develop financial-planning-based recommendations.
- Provide financial advice, guidance, and solutions involving advisory accounts, annuities, mutual funds, 529 plans, and life insurance.
- Collaborate with Financial Advisors on clients with complex financial needs.
- Manage assigned customer portfolios, uncover needs, provide solutions, and identify additional sales opportunities.
- Recommend products, pricing, and services and connect customers with experts.
- Achieve sales targets by acquiring assets from existing portfolios and new clients.
- Introduce clients to digital platforms and promote digital adoption.
- Develop and execute business and sales plans.
- Identify value-creation opportunities for target customer segments.
- Participate in community relationship-building and develop referral relationships with law and accounting firms.
- Coordinate outreach for seminars, campaigns, and client events.
- Cultivate strategic client-stakeholder relationships and act as a trusted advisor.
- Support client onboarding, documentation, and service delivery.
- Escalate complex or unresolved client situations and complaints.
- Maintain product knowledge and financial expertise.
- Support strategic initiatives with internal and external stakeholders.
- Monitor sales and service performance, identify gaps, and implement corrective action plans.
- Train and coach branch personnel regarding mass affluent clients.
- Review credit applications and recommend remedies to maintain asset and credit quality.
- Follow security, safeguarding, fraud-prevention, anti-money-laundering, confidentiality, and risk-management procedures.
- Execute timely, accurate, efficient service and quality customer review meetings.
- Exercise judgment to solve complex problems independently.
Requirements
What you’ll need- Only applicants who reside in the Tempe and Phoenix area at the time of application and can agree to a hybrid office schedule will be considered.
- Typically, 3+ years of relevant experience.
- Post-secondary degree in related field of study preferred, not required.
- Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
- SIE Exam.
- State Life and Health insurance license.
- Series 6, 63 and 65 OR Series 7 and 66.
- Licenses not currently held are required within 120 days of the role start date.
- Advanced understanding of deposit, loan (including mortgage), banking products and practices, cash flow analysis, lending processes, credit risk policies, legal and regulatory requirements, and Bank policies.
- In-depth understanding of brokerage and insurance products.
- In-depth knowledge of retirement plans, business banking solutions, insurance, and succession planning.
- In-depth understanding of personal trust and investment management.
- In-depth knowledge of client portfolio management.
- Technical proficiency gained through education and/or business experience.
- Intermediate proficiency in Financial Needs Discovery, Product & Solution Design, and Investment, Insurance & Advisory Products.
- Advanced proficiency in Deposit & Cash Management, Lending & Credit, Prospecting & Acquisition, Sales Strategy & Execution, Advisory & Communication, Client Onboarding, Experience & Retention, Portfolio & Relationship Management, Risk & Compliance, Learning Agility, and Collaboration.
- Federal registration with the Nationwide Mortgage Licensing System and Registry is required for U.S. consumer-loan origination.
- Criminal background review and credit history evaluation required.
- Restrictions apply to performing in a real estate agent capacity.
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Reasonable accommodations for individuals with disabilities