Wealth Advisor, Director
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Chicago • Illinois • United States
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Salary
💰 $102,000 - $190,000 per year
Job Level
About the role
- Provides advisory-based sales and relationship management
- Attracts, retains and grows a portfolio of prospect and client relationships
- Coordinates and integrates a team of subject matter experts
- Develops and executes the business development strategy
- Enhances presence in the marketplace by collaborating with other experts
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
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.
Soft Skills
advisory-based salesrelationship managementteam coordinationbusiness development strategymarketplace collaboration
Certifications
MBACertified Financial Planner