Wealth Advisor, Director

BMO

Unknown, Unknown, US
Base: $102,000.00 - $190,000.00; bonus/equity: com...
7+ years relevant experience
Hnw client portfolio management
Holistic financial planning delivery
The role provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships

Job Summary

  • The role provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships.
  • Candidates must coordinate a team of subject matter experts to craft creative solutions that meet specific client financial planning needs.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role provides 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 possible; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • 7+ years relevant experience
  • HNW client portfolio management
  • Holistic financial planning delivery

Nice-to-have

  • MBA certification preferred
  • Certified Financial Planner designation
  • Strong cross-group collaboration skills

Key Requirements

  • Post-secondary degree in related field
  • Experience with High Net Worth clients
  • In-depth knowledge of wealth management facets

Work Rights

Not specified

Tailored Resume

Cover Letter