Wealth Analyst, Investments
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • United States
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Salary
💰 $54,000 - $99,600 per year
About the role
- Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers.
- Services relationships in the assigned portfolio to ensure an exceptional client experience.
- Introduces services to clients to enhance the overall experience.
- Assists in preparing new business proposals or presentations to clients / prospects based upon their needs.
- Assists Wealth Advisors in market research of client and prospects.
- Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
- Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
- Supports the achievement of the business plan within the designated territory / region.
Requirements
- Typically between 3 - 5 years of relevant experience
- Post-secondary degree in related field of study or an equivalent combination of education and experience
- General knowledge of financial planning and wealth management
- Working towards a financial planning designation preferred
- Proficiency in office software and sales management software
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
financial planningwealth managementmarket researchbusiness proposalsclient relationship management
Soft Skills
client experiencecommunicationcollaborationproblem-solvingownership
Certifications
financial planning designation