Wealth Advisor Director

BMO U.S.

Wealth Advisor Director at BMO delivering holistic financial planning for HNW and UHNW clients. Coordinating teams and strategies to drive business development and enhance client relationships.

Posted 4/29/2026full-timeWest Palm Beach • Florida • 🇺🇸 United StatesLead💰 $102,000 - $190,000 per yearWebsite

About the role

Key responsibilities & impact

Serves as the primary relationship manager for HNW and UHNW clients
Delivers a comprehensive wealth management experience integrating banking solutions, investment strategies, and holistic financial planning
Coordinates multi-disciplinary teams for creative solutions
Identifies growth opportunities within existing client relationships
Drives complex acquisition strategies through partnerships
Develops and executes business development strategy and sales targets
Enhances presence in the marketplace through collaborations

Requirements

What you’ll need

Typically 7+ years of relevant experience
Post-secondary degree in related field of study or an equivalent combination of education and experience
MBA certification preferred
Certified Financial Planner is preferred
Experience dealing with HNW clients and equivalent knowledge base
Broad knowledge of all facets of wealth management
In-depth / expert knowledge of Bank products, services and capabilities
Advanced Proficiency in Strategic relationship management, Networking, Business Development, Commercial acumen, Financial planning, Client service, Collaboration, Customer Service, Problem Solving

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wealth managementfinancial planningbusiness developmentsales strategybank productsinvestment strategiesacquisition strategiesclient relationship managementmarketplace presence enhancementcreative solutions

Soft Skills

strategic relationship managementnetworkingcommercial acumenclient servicecollaborationcustomer serviceproblem solving

Certifications

MBACertified Financial Planner