Wealth Advisor, Director

BMO U.S.

Wealth Advisor, Director providing advisory-based sales and relationship management at BMO. Attracting, retaining and growing a portfolio of high net worth clients with exceptional service.

Posted 7/6/2026full-timeLos Angeles • California • 🇺🇸 United StatesLead💰 $122,400 - $228,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs.
Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client.
Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.

Requirements

What you’ll need

Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
MBA certification preferred.
Experience dealing with HNW clients and equivalent knowledge base.
Certified Financial Planner is preferred.
Broad knowledge of all facets of wealth management.
In-depth / expert knowledge of Bank products, services and capabilities.

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

Financial PlanningSales Strategy DevelopmentPortfolio ManagementClient Needs AssessmentHolistic Financial Solutions

Soft Skills

Proactive CommunicationTeam CoordinationNetworkingClient-Centric Approach

Certifications

MBA CertificationCertified Financial Planner