Senior Wealth Advisor - Holistic Planning & Growth

Koitecc Solutions; Hinsdale, Northern (IL, KY); Hybrid; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in the United States for a Wealth Sales & Service professional. You will provide advisory-based sales and relationship management to attract, retain, and grow relationships while coordinating with a team of experts to deliver holistic financial planning solutions.

The role emphasizes client reviews, tailored proposals, and proactive risk management. A track record with HNW clients, MBA/CFP credentials, and strong communication are desired as the bank aims to exceed

Qualifications

• 5–7 years of relevant wealth management experience and a post-secondary degree.
• MBA preferred; CFP certification preferred.
• Experience dealing with high-net-worth clients and knowledge of wealth management.
• Broad knowledge of bank products, services and capabilities.
• Strong verbal and written communication, collaboration, and analytical skills.
• Ability to make data-driven decisions and influence stakeholders.

Responsibilities

• Provides advisory-based sales and relationship management to grow a portfolio of client relationships.
• Develops and executes business development strategies and sales targets for the region.
• Leads client reviews and prepares proposals/presentations with the team.
• Builds and maintains relationships with internal/external stakeholders to deliver holistic solutions.
• Ensures risk and compliance processes are followed and assets are protected.

Skills

Verbal communication

Written communication

Collaboration

Analytical thinking

Influence

Data-driven decision making

Education

MBA

CFP Certification

Post-secondary degree in finance/related field

Job description

BMO Financial Group is hiring in the United States for a Wealth Sales & Service professional. You will provide advisory-based sales and relationship management to attract, retain, and grow relationships while coordinating with a team of experts to deliver holistic financial planning solutions.

The role emphasizes client reviews, tailored proposals, and proactive risk management. A track record with HNW clients, MBA/CFP credentials, and strong communication are desired as the bank aims to exceed