Wealth Advisor, Director

BMO

Barrington, IL, United States
$102,000.00 - $190,000.00; not specified; health i...
Relationship management
Holistic advice delivery
Business development strategy
Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience

Job Summary

  • Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
  • Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.

Salary

$102,000.00 - $190,000.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Relationship management
  • Holistic advice delivery
  • Business development strategy
  • Client experience delivery
  • Subject matter expert

Nice-to-have

  • Proactive issue resolution
  • Marketplace presence enhancement
  • Cross-group collaboration focus
  • Data driven decision making

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree
  • MBA certification preferred
  • Experience with HNW clients
  • Certified Financial Planner preferred

Work Rights

Not specified

Tailored Resume

Cover Letter