Wealth Advisor, Director

Bmousbenefits

Unknown, ,
Base: $91,800.00 - $171,000.00; bonus/equity: may ...
Not specified
Advisory-based sales and relationship management
Holistic advice and solutions
Business development strategy and sales targets
The Wealth Advisor, Director position at Bmousbenefits focuses on providing advisory-based sales and relationship management to enhance client experiences and financial planning needs. The ideal candidate is expected to have extensive experience in wealth management and strong interpersonal skills to build and maintain client relationships

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

Match Score: 85

The Wealth Advisor, Director position at Bmousbenefits focuses on providing advisory-based sales and relationship management to enhance client experiences and financial planning needs. The ideal candidate is expected to have extensive experience in wealth management and strong interpersonal skills to build and maintain client relationships.

Salary

Base: $91,800.00 - $171,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Advisory-based sales and relationship management
  • Holistic advice and solutions
  • Business development strategy and sales targets
  • Develop internal and external networks
  • Lead Annual Client Review
  • Risk and compliance processes and policies

Nice-to-have

  • Proactive delivery of advice
  • Creative solutions for clients
  • Enhance marketplace presence
  • Collaborate with subject matter experts
  • Diagnose and facilitate resolution
  • Apply expertise creatively

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree or equivalent
  • Experience with HNW clients
  • MBA certification preferred
  • Certified Financial Planner preferred
  • Broad knowledge of wealth management
  • In-depth knowledge of Bank products

Work Rights

Not specified

Tailored Resume

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