Wealth Advisor

BMO

Minneapolis, MN, United States
$102,000.00 - $190,000.00; not specified; health i...
Client relationship management
Holistic financial advice
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 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, retirement savings plans

Skills & Requirements

Must-have

  • Client relationship management
  • Holistic financial advice
  • Business development strategy
  • Sales targets execution
  • Marketplace presence enhancement
  • Risk and compliance adherence

Nice-to-have

  • Creative problem solving
  • Adaptability to trends
  • Cross-group collaboration focus
  • Data-driven decision making

Key Requirements

  • 7+ years relevant experience
  • Post-secondary degree
  • Experience with HNW clients
  • MBA certification preferred
  • Certified Financial Planner preferred
  • Broad wealth management knowledge
  • Expert product knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter