Wealth Advisor, Director

BMO

Appleton, WI, United States
Base: $91,800.00 - $171,000.00; bonus/equity: comm...
Advisory-based sales and relationship management
Holistic advice and solutions delivery
Business development strategy execution
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 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

Base: $91,800.00 - $171,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, insurance, retirement savings plans

Skills & Requirements

Must-have

  • Advisory-based sales and relationship management
  • Holistic advice and solutions delivery
  • Business development strategy execution
  • Internal and external network development
  • Subject matter expert on regulations

Nice-to-have

  • Proactive client needs identification
  • Creative solution crafting
  • Marketplace presence enhancement
  • Data driven decision making
  • Change management planning

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter