Private Wealth Advisor / Director – BMO U.S. – Jobs in Wausau, WI | OpenJobs AI

Which company is this position for?

BMO U.S.

Job Details

Overview Company

Private Wealth Advisor / Director

$91.8k/y-$171k/y

BMO U.S.

4 days ago

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OnsitePart-timeSenior

Summary

BMO U.S. is seeking a Private Wealth Advisor / Director to join their team in Wausau, WI. The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of high net worth clients.

About the Role

As a Private Wealth Advisor / Director, you will be responsible for developing and executing business development strategies, enhancing market presence, and acting as the primary relationship manager for assigned clients. You will coordinate with a team of experts to deliver holistic financial solutions, conduct annual client reviews, and produce reports that demonstrate value. Additionally, you will manage resources, lead strategic initiatives, and ensure compliance with regulations while fostering strong relationships with stakeholders.

About You

Required:

Typically 7+ years of relevant experience and a post-secondary degree in a related field.
Experience dealing with high net worth clients and a broad knowledge of wealth management.

Preferred:

MBA certification.
Certified Financial Planner designation.
In-depth knowledge of bank products, services, and capabilities.

Benefits

Competitive salary range of $91,800 - $171,000.
Performance-based incentives and discretionary bonuses.
Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

BMO U.S.

We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817. BMO provides personal and commercial banking, global markets and investment banking services to 13 million customers and clients.  And with over 54,000 employees, we take caring for our people seriously. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture.   Sound like your kind of place? Then we should be co-workers.

Wausau, WI