Wealth Advisor, Director

BMO

Northbrook, Illinois, United States
Base: $102,000.00 - $190,000.00; bonus/equity: com...
7+ years relevant experience
Hnw client relationship management
Holistic financial planning approach
The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships

Job Summary

  • The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships.
  • Candidates must demonstrate an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet specific financial planning needs.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships.

Salary

Base: $102,000.00 - $190,000.00; Bonus/Equity: Commission structure and performance-based incentives possible; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • 7+ years relevant experience
  • HNW client relationship management
  • Holistic financial planning approach
  • Cross-functional team leadership
  • Regulatory compliance adherence

Nice-to-have

  • MBA certification preferred
  • Certified Financial Planner designation
  • Strong internal networking skills
  • Strategic initiative execution
  • Creative problem solving abilities

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • Experience with HNW clients
  • CFA or CFP certification preferred
  • Expert verbal and written communication

Work Rights

Not specified

Tailored Resume

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