Senior Equity Advisor

BMO Financial Group

Salem, OR, US
Base: $132,600.00 - $247,000.00; bonus/equity: may...
Not specified (assumed to be hybrid based on industry norms).
15+ years equity research experience
Deep knowledge of us equity markets
Portfolio management advisory skills
BMO Financial Group is seeking a Senior Equity Advisor to join their U.S. Wealth Management team in Salem, OR. This role involves providing independent investment advice on U.S. equities, collaborating with Portfolio Managers, and contributing to the firm's equity advisory offerings

Job Summary

  • The Senior Equity Advisor serves as a primary authority on U.S. equities, delivering independent views and actionable recommendations to Portfolio Managers managing nearly $80 billion in assets.
  • This role requires leveraging AI tools to optimize content creation while maintaining deep familiarity with the firm's primary equity models and risk characteristics.
  • BMO Financial Group offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside a competitive salary range.

Matching Summary

Match Score: 85

BMO Financial Group is seeking a Senior Equity Advisor to join their U.S. Wealth Management team in Salem, OR. This role involves providing independent investment advice on U.S. equities, collaborating with Portfolio Managers, and contributing to the firm's equity advisory offerings.

Salary

Base: $132,600.00 - $247,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 15+ years equity research experience
  • Deep knowledge of US equity markets
  • Portfolio management advisory skills
  • AI tool utilization for content creation
  • Strong verbal and written communication

Nice-to-have

  • Entrepreneurial growth mindset
  • Mentoring junior colleagues
  • Cross-disciplinary collaboration
  • Cultural leadership abilities
  • Experience with large audience presentations

Key Requirements

  • 15+ years relevant experience in equity research or portfolio management
  • Post-secondary degree or CFA designation required
  • Advanced understanding of US equity markets
  • Experience leveraging AI for automation

Work Rights

Not specified

Tailored Resume

Cover Letter