Wealth Advisor

BMO

Hinsdale, IL, United States
Base: $74,000.00 - $138,000.00; bonus/equity: comm...
On-site
Business development strategy
Client relationship management
Holistic financial advice
BMO is seeking a Wealth Advisor in Hinsdale, IL, responsible for managing and growing client relationships through advisory-based sales. The ideal candidate should have extensive experience in wealth management, particularly with high-net-worth clients, and possess strong analytical and communication skills

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.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

Matching Summary

Match Score: 85

BMO is seeking a Wealth Advisor in Hinsdale, IL, responsible for managing and growing client relationships through advisory-based sales. The ideal candidate should have extensive experience in wealth management, particularly with high-net-worth clients, and possess strong analytical and communication skills.

Salary

Base: $74,000.00 - $138,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • business development strategy
  • client relationship management
  • holistic financial advice
  • proactive client engagement
  • wealth solutions expertise

Nice-to-have

  • collaboration with subject matter experts
  • marketplace presence enhancement
  • risk and compliance adherence

Key Requirements

  • 5 - 7 years of relevant experience
  • Post-secondary degree or equivalent
  • Experience with HNW clients
  • Broad knowledge of wealth management
  • In-depth knowledge of Bank products

Work Rights

Not specified

Tailored Resume

Cover Letter