Wealth Advisor

BMO

Unknown, Unknown, US
Base: $74,000.00 - $138,000.00; bonus/equity: comm...
Advisory-based sales and relationship management
Holistic financial planning for clients
Business development strategy execution
The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of client relationships

Job Summary

  • The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of client relationships.
  • Candidates will lead annual client reviews, produce value reports, and coordinate with subject matter experts to deliver holistic financial solutions.
  • 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 client relationships.

Salary

Base: $74,000.00 - $138,000.00; Bonus/Equity: Commission structure possible; Benefits: Health, tuition reimbursement, insurance, retirement plans

Skills & Requirements

Must-have

  • Advisory-based sales and relationship management
  • Holistic financial planning for clients
  • Business development strategy execution
  • Client retention and risk assessment
  • Cross-functional team collaboration

Nice-to-have

  • Strong internal and external networking skills
  • Ability to craft creative client solutions
  • Experience with change management initiatives
  • Proactive communication and rapport building

Key Requirements

  • 5-7 years of relevant experience
  • Post-secondary degree in related field
  • Experience dealing with HNW clients
  • Certified Financial Planner preferred
  • MBA certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter