BMO U.S.

Wealth Advisor, Director

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Los Angeles • California • United States

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Salary

💰 $122,400 - $228,000 per year

Job Level

Lead

About the role

  • Provides advisory-based sales and relationship management
  • Demonstrates understanding of and care for the client through proactive delivery of holistic advice
  • Develops and executes business development strategy and sales targets
  • Coordinates and integrates team of subject matter experts
  • Acts as the primary Relationship Manager for assigned client relationships
  • Produces client reports and makes recommendations to senior leaders

Requirements

  • Typically 7+ years of relevant experience
  • Post-secondary degree in related field of study or equivalent combination of education and experience
  • MBA certification preferred
  • Experience dealing with HNW clients
  • Certified Financial Planner is preferred
  • Broad knowledge of all facets of wealth management
  • In-depth / expert knowledge of Bank products, services, and capabilities
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business development strategysales targetsclient reportswealth managementBank productsservicescapabilities
Soft Skills
relationship managementclient careproactive deliveryteam coordinationadvisory-based sales
Certifications
MBACertified Financial Planner