private wealth advisor

Morgan Stanley

<div>POSITION SUMMARY
Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.
DUTIES and RESPONSIBILITIES:
Client Service:
As a key member of the service team, provide coverage for an FA/PWA/team including:
<ul><li>Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
</li></ul><ul><li>Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
</li></ul><ul><li>Remaining current on all policies, procedures and new platforms
</li></ul>Business Development Support:
<ul><li>Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
</li></ul><ul><li>At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
</li></ul><ul><li>At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
</li></ul><ul><li>At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
</li></ul><ul><li>At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
</li></ul><ul><li>Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
</li></ul>EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
Education and/or Experience
<ul><li>2+ years of work experience in a field relevant to the position required
</li></ul><ul><li>Four-year college degree or professional certification preferred
</li></ul><ul><li>Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
</li></ul><ul><li>Additional product licenses may be required
</li></ul>Knowledge/Skills
<ul><li>Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
</li></ul><ul><li>Technically proficient and quick learner of new and updated platforms
</li></ul><ul><li>Detail oriented with superior organizational skills and ability to prioritize
</li></ul><ul><li>Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
</li></ul><ul><li>Exceptional writing, interpersonal and client service skills
</li></ul><ul><li>Strong time management skills
</li></ul><ul><li>Team player with the ability to collaborate with others
</li></ul><ul><li>Ability to work in a fast-paced, evolving environment
</li></ul><ul><li>Adaptable and ability to multi-task
</li></ul><ul><li>Goal oriented, self-motivated and results driven
</li></ul>Reports to:
<ul><li>Business Service Officer
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.
<div>Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</div>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Private Wealth Management Analyst

Mariner Wealth Advisors

<div>As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client&rsquo;s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
<ul><li>Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
</li><li>Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
</li><li>Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
</li><li>Effectively work with your team and available resources in support of our clients, executing client requests and updating information
</li><li>Active participant in obtaining new clients in partnership with strategic relationships and community networks
</li><li>Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
</li></ul>Qualifications
<ul><li>Bachelor&rsquo;s degree required
</li><li>5+ years&rsquo; experience working in a financial planning, accounting, legal or other organization that provides relevant experience
</li><li>Series 65, CFP or CFA required
</li></ul>Skills &amp; Knowledge
<ul><li>Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
</li><li>Previous experience with high net worth or ultra-high net worth clients
</li><li>Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
</li><li>Highly effective interpersonal, relationship management and communication skills
</li><li>Demonstrated talent development experience, training new staff, mentoring interns, etc.
</li><li>Excellent organizational and time management skills in a high energy environment to manage multiple priorities
</li><li>Strong attention to detail
</li></ul>Note: All Wealth Advisors must have a clean U4 with no disclosures.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
#LI-
EOE M/F/D/V</div>

Wealth Advisor

Arab Bank

<div>
 <ul>
 <li>
 Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products &amp; services
 </li>
 <li>
 Provide financial services solutions to the HNW and wealth client base
 </li>
 <li>
 Developing a plan to acquire new client relationshipsas well as broadening existing client relationships
 </li>
 <li>
 Achieving sales targets in line with best practice standards of services and acting as a &ldquo;Trusted Advisor&rdquo; to the HNW clientele
 </li>
 <li>
 Establish sales and revenue targets for existing and new client relationships
 </li>
 <li>
 Adhering to Private Banking service quality standards
 </li>
 <li>
 Complying with Private Banking policies and guidelines
 </li>
 <li>
 Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
 </li>
 <li>
 Provide clients with comprehensive advisory services based on best practices and as per customer risk appetite.
 </li>
 <li>
 Develop a comprehensive risk profile per customer and maintain updated file on quarterly basis.
 </li>
 <li>
 Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
 </li>
 <li>
 Research competitive offering and solicit client feedback for new product ideas
 </li>
 <li>
 Escalate customer suggestions/concerns to the Country/Region head
 </li>
 <li>
 Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
 </li>
 <li>
 Maintain &amp; service the onshore and offshore private banking customers and penetrate the cross border relationships
 </li>
 <li>
 Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
 </li>
 <li>
 Ensuring compliance with Private Banking policies andregulations and adhering to service quality standards.
 </li>
 <li>
 Complying with Private Banking policies guidelines, KYC and AML regulations.
 </li>
 <li>
 Ensure that all clients&rsquo; files are updated and all documents are available.
 </li>
 </ul>
</div>

Wealth Management & Private Banking Relationship Manager

<div>
 
 Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis
 
 
 
 
 
 DUTIES and RESPONSIBILITIES:
 
 
 
 
 
 Client Support:
 
 
 
 
 As a key member of the service team, provide coverage for an FA/PWA/team including:
 
 <ul>
 <li>
 Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
 </li>
 <li>
 Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
 </li>
 </ul>
 
 Remaining current on all policies, procedures and new platforms
 
 
 
 
 Business Development &amp; Operational Support:
 
 
 
 <ul>
 <li>
 Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
 </li>
 <li>
 At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
 </li>
 <li>
 At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
 </li>
 <li>
 At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
 </li>
 <li>
 At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
 </li>
 <li>
 Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
 </li>
 </ul>
 
 Qualifications - External
 
 
 
 EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
 
 
 
 
 
 
 
 
 
 Education and/or Experience
 
 
 
 <ul>
 <li>
 2+ years of work experience in a field relevant to the position required
 </li>
 <li>
 Four-year college degree or professional certification preferred
 </li>
 <li>
 Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
 </li>
 <li>
 Additional product licenses may be required
 </li>
 </ul>
 
 
 Knowledge/Skills
 
 
 
 
 
 <ul>
 <li>
 Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
 </li>
 <li>
 Technically proficient and quick learner of new and updated platforms
 </li>
 <li>
 Detail oriented with superior organizational skills and ability to prioritize
 </li>
 <li>
 Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
 </li>
 <li>
 Exceptional writing, interpersonal and client service skills
 </li>
 <li>
 Strong time management skills
 </li>
 <li>
 Team player with the ability to collaborate with others
 </li>
 <li>
 Ability to work in a fast-paced, evolving environment
 </li>
 <li>
 Adaptable and ability to multi-task
 </li>
 <li>
 Goal oriented, self-motivated and results driven
 </li>
 </ul>
 
 
 REPORTS TO:
 
 
 <ul>
 <li>
 Business Service Officer
 </li>
 <li>
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 Morgan Stanley
 
 
 EOE committed to diversifying its workforce.
 
 
 M/F/D/V
 
 
 Version: 7/10/2024
 
 
 
 
 
 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
 
 
 
 
 
 It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
 
 
 
 
 
 Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
 
 
 Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 
</div>

Wealth Management Analyst

Skybound Wealth Management

<div>About Us:
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.
Job Overview:
Skybound Wealth Management is seeking a highly skilled and motivated Private Wealth Adviser to join our Dubai office. As a Private Wealth Adviser, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients. The ideal candidate will possess a strong background in wealth management, relationship building, and a deep understanding of financial markets to offer tailored strategies aimed at optimizing clients' financial futures.
Key Responsibilities:<ul><li>
Client Relationship Management: 
Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions.</li><li>
Financial Planning &amp; Advisory: 
Provide personalized investment advice and comprehensive wealth management services, including retirement planning, tax optimisation, estate planning, and portfolio management. Analyse clients' financial goals, risk tolerance, and investment preferences to recommend customised solutions.</li><li>
Investment Strategy Development: 
Develop and implement investment strategies and asset allocation models that are in line with clients' goals and risk profiles.</li><li>
Market Research &amp; Insights: 
Stay up-to-date with global and local financial markets, economic trends, and investment opportunities to offer relevant and timely advice to clients.</li><li>
Collaborate with Internal Teams: 
Work closely with other financial experts within the organisation, including tax advisors, estate planners, and portfolio managers, to deliver comprehensive wealth management solutions.</li><li>
Client Portfolio Monitoring: 
Regularly monitor client portfolios and financial plans, ensuring they align with their evolving goals and market conditions.</li><li>
New Client Acquisition: 
Proactively identify new business opportunities and expand the client base through networking, referrals, and targeted outreach.</li><li>
Regulatory Compliance: 
Ensure all financial advice and actions adhere to local and international regulatory standards and ethical practices.</li><li>
Reporting &amp; Documentation: 
Prepare and present periodic reports on clients' financial performance and recommendations. Ensure accurate documentation of client meetings and transactions.</li></ul>
Key Requirements<ul><li>
Education &amp; Qualifications:<ul><li>
A minimum of a Level 4 qualification in financial advice, or equivalent</li><li>
A minimum of 3&ndash;5 years of experience in wealth management or financial advice</li></ul></li><li>
Skills &amp; Competencies:<ul><li>
Strong knowledge of financial products, investments, tax laws, and estate planning.</li><li>
Expertise in portfolio management, asset allocation, and risk management strategies.</li><li>
Excellent communication, presentation, and interpersonal skills to effectively engage with clients and stakeholders.</li><li>
Proficient in financial planning software and tools, with a deep understanding of investment strategies and markets.</li><li>
Ability to work independently and manage multiple client portfolios effectively.</li><li>
A proven track record of building and nurturing long-term client relationships.</li></ul></li><li>
Cultural Fit &amp; Personal Attributes:<ul><li>
A client-first mindset with a genuine interest in helping clients achieve their financial goals.</li><li>
Strong analytical skills and attention to detail.</li><li>
Ability to work in a fast-paced, high-pressure environment while maintaining high levels of professionalism.</li><li>
Multilingual abilities and a deep understanding of the cultural diversity in the UAE and the Middle East are a plus.</li></ul></li></ul>
Why Skybound Wealth Management<ul><li>
Growth Opportunities: Skybound Wealth Management offers ample opportunities for career development in a dynamic and expanding market. We support professional development through continued learning, certifications, and mentoring.</li><li>
Collaborative Environment: Work within a supportive and collaborative team environment where your ideas and contributions are valued.</li><li>
Competitive Compensation: We offer a competitive remuneration structure incentivising performance and a benefits package tailored to the needs of our team members.</li><li>
Global Reach with Local Expertise: Join a leading wealth management firm with a global reach and a deep understanding of local markets, delivering unparalleled service to clients.</li></ul>
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.</div>

Private Wealth Adviser - Dubai

Hightower Advisors

Your Future Team
 Resource Consulting Group (RCG), is an independent-minded, fee-only financial planning and investment advisory practice. RCG brings together the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management. The first and most important thing we do is listen.
 
Purpose: Help you live your ideal life.
 Niche: Reduce the complexities of wealth through discipline and knowledge.
 Core Values: Passionate | Balanced | Responsible | Humble | Collaborative
 Four Pillars: Credentialed/Knowledgeable | Stable (longevity) | Collaborative | Comprehensive
 
Job Summary: 
We are looking for a Wealth Advisor to join our team. You will assist in understanding clients’ overall financial situation, defining and managing client expectations and providing vision for client’s needs, and provide consistent and quality client service.
 
Assist the Portfolio Manager in understanding the comprehensive nature of investments, evaluating our investment portfolios, programs, policies and philosophy. You will be collaborative and will require a partnership approach with colleagues and vendors. You will report to the Director of Financial Planning.
 
What You'll Do: 
<ul>
<li>Assist Wealth Advisor team as a contact for client relationships in performing multiple financial planning duties for new and existing clients.</li>
<li>Prepare and review information needed for client meetings.</li>
<li>Assist in client meetings and present information.</li>
<li>Assign, monitor and complete tasks in CRM.</li>
<li>Assist clients in the decision-making process with issues related to tax, estate planning, charitable giving, multi-generational planning.</li>
<li>Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.</li>
<li>Document client conversations and activities in CRM.</li>
<li>Monitor clients’ portfolios daily. Make trades resulting from client deposits, withdrawals, rebalancing and annual tax trading.</li>
<li>Review investment and trading issues.</li>
<li>Provide backup relationship management for accounts served by other advisors and support to the team.</li>
<li>Stay abreast of industry changes through continuing education with emphasis on becoming a subject matter expert in specific area.</li>
<li>Participate in client referral conversations and build network with centers of influence.</li>
<li>Participate as a member of different internal committees.</li>
</ul>
Required Skills: 
<ul>
<li>Knowledge of all aspects of financial planning and investment management.</li>
<li>Interpersonal, listening and written/verbal communication and presentation skills.</li>
<li>Organized, analytical, detail oriented, able to multi-task and proactively analyze and solve complex matters.</li>
<li>Demonstrated client-centric skills including a strong customer service orientation.</li>
<li>Able to work with the highest standards of confidentiality and ethics.</li>
<li>Able to project a professional image to clients.</li>
<li>Team player, collaborative, able to work well with all levels of the practice, and with clients.</li>
<li>Involvement in community, civic and professional organizations.</li>
</ul>
What You'll Bring: 
<ul>
<li>Bachelor’s Degree</li>
<li>Certified Financial Planner (CFP®) required for providing financial planning advice. CFP® or Chartered Financial Analyst (CFA) required for providing investment advice.</li>
<li>Three years of financial planning or investment advisory experience.</li>
</ul>
What We Offer: 
<ul>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>401k Matching Plan</li>
<li>Paid Parental Leave</li>
<li>Student Loan Assistance</li>
<li>Pet Insurance</li>
<li>Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)</li>
</ul>
Hightower’s Story
 Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
 AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
 
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Wealth Advisor - Resource Consulting Group

BMO Financial Group

10250 Constellation Blvd Los Angeles California,90067
 
<div>Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.<ul><li>
Oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs.</li><li>
Identifies and shares business development opportunities in the marketplace to help grow the overall market business.</li><li>
Builds a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value.</li><li>
Acts as the key service contact for clients.</li><li>
Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.</li><li>
Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager.</li><li>
Understands and communicates emerging market trends in wealth management.</li><li>
Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.</li><li>
Make suggestions about how to improve the overall service interaction for prospects and clients.</li><li>
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>
Builds effective relationships with internal / external stakeholders.</li><li>
Ensures alignment between stakeholders.</li><li>
Monitors and tracks performance, and addresses any issues.</li><li>
Designs and produces regular and ad-hoc reports, and dashboards.</li><li>
Prepares reports for financial plans; inputs appropriate data according to established.</li><li>
Makes updates to sales tracking, forecast and pipeline, relationship plans, and other databases.</li><li>
Coordinates account opening procedures and all required client onboarding activities.</li><li>
Participates in account review process and completion of required action items.</li><li>
Organizes client files and ensures proper documentation.</li><li>
Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.</li><li>
Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.</li><li>
Supports the achievement of the business plan within the designated territory / region.</li><li>
Collaborates effectively with internal stakeholders to build capability and drive business growth.</li><li>
Meets high-quality service standards to maximize relationship retention and growth.</li><li>
Develops rapport and instills confidence with the client to develop credibility and earn their trust.</li><li>
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, act in their best interests, and ensures an effectively run function.</li><li>
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.</li><li>
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.</li><li>
Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>
Works independently on a range of complex tasks, which may include unique situations.</li><li>
Broader work or accountabilities may be assigned as needed.
Qualifications:</li><li>
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>
In-depth knowledge of financial planning and wealth management.</li><li>
Certified Financial Planner is preferred.</li><li>
Proficiency in office software and sales management software.</li><li>
In-depth knowledge of Bank products, services and capabilities.</li><li>
Comfortable exploring beyond one's area of technical expertise (i.e. discipline).</li><li>
A willingness and aptitude to influence and recognize new business opportunities.</li><li>
Technical proficiency gained through education and/or business experience.</li><li>
Verbal &amp; written communication skills - In-depth.</li><li>
Collaboration &amp; team skills - In-depth.</li><li>
Analytical and problem solving skills - In-depth.</li><li>
Influence skills - In-depth.</li><li>
Data driven decision making - In-depth.</li></ul>
Salary:
$69,000.00 - $127,800.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Wealth Analyst

Search 8417+ Private wealth advisor jobs near you this December. New roles added regularly across leading industries. Apply today.