Wealth Advisor Ii

BMO

Unknown, Unknown, United States
Base: $91,800.00 - $171,000.00; bonus/equity: comm...
Not specified
High-net-worth client relationship management
Investment portfolio design and execution
Strategic business development and sales
BMO is seeking a Wealth Advisor II who will serve as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, offering comprehensive wealth management services. The role requires a strong background in financial planning, banking solutions, and investment strategies, as well as experience in business development and client relationship management

Job Summary

  • This role serves as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering comprehensive wealth management experiences.
  • The position requires coordinating multi-disciplinary teams to craft creative solutions and driving growth through strategic cross-selling initiatives.
  • Candidates must possess advanced proficiency in financial planning, investment strategies, and regulatory adherence while acting as a subject matter expert.

Matching Summary

Match Score: 85

BMO is seeking a Wealth Advisor II who will serve as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, offering comprehensive wealth management services. The role requires a strong background in financial planning, banking solutions, and investment strategies, as well as experience in business development and client relationship management.

Salary

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

Skills & Requirements

Must-have

  • High-net-worth client relationship management
  • Investment portfolio design and execution
  • Strategic business development and sales
  • Holistic financial planning expertise
  • Regulatory compliance and risk management

Nice-to-have

  • Mentoring junior team members
  • Cross-functional collaboration skills
  • Advanced industry trend analysis
  • Creative problem solving for complex cases

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • Certified Financial Planner (preferred)
  • MBA certification (preferred)
  • Federal registration with NMLS required

Work Rights

Must have US work authorization; Federal registration required

Tailored Resume

Cover Letter