Wealth Management Professional

4 days ago

San Francisco, California, United States Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and experienced Private Wealth Advisor to join our team at Bank of Montreal. As a Private Wealth Advisor, you will be responsible for providing exceptional client service and building strong relationships with high net worth clients.

Key Responsibilities
  • Develop and execute business development strategies to attract and retain clients
  • Provide proactive delivery of holistic advice and solutions to meet clients' specific financial planning needs
  • Coordinate with internal teams to craft and execute creative solutions for clients
  • Develop and execute sales targets and results for assigned regions
  • Build and maintain internal and external networks to grow business
  • Enhance presence in the marketplace through collaboration with experts
  • Act as primary Relationship Manager for assigned client relationships
  • Lead and assist in creating business proposals and presentations
  • Produce client reports and assess clients at-risk for retention
  • Proactively identify client needs and concerns to diagnose and facilitate resolution
  • Introduce subject matter experts to clients
  • Share wealth solutions expertise and product knowledge across regional teams
  • Develop solutions and make recommendations based on business strategy and stakeholder needs
  • Conduct independent analysis and assessment to resolve strategic issues
  • Build effective relationships with internal and external stakeholders
  • Ensure alignment between stakeholders
  • Bridge banking, trust, and investment disciplines for client communications
  • Monitor and track performance, and address any issues
  • Design and produce regular and ad-hoc reports and dashboards
Requirements
  • Typically between 7 years of relevant experience and post-secondary degree in related field of study or 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 knowledge of Bank products, services, and capabilities
  • Deep knowledge and technical proficiency gained through extensive education and business experience
  • Verbal and written communication skills - In-depth
  • Collaboration and team skills - In-depth
  • Analytical and problem-solving skills - In-depth
  • Influence skills - In-depth
  • Data-driven decision-making - In-depth
What We Offer

We offer a competitive salary range of $87,161.40, a salaried pay type, and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are an equal opportunity/affirmative action employer and are committed to an inclusive, equitable, and accessible workplace. We welcome applications from diverse candidates and are happy to accommodate requests for accommodation during the selection process.

  • Wealth Management Professional

    2 weeks ago

    San Francisco, California, United States Cerity Partners Full time

    Job Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, financial planning, and investment advice to our high-net-worth clients.Key Responsibilities:Manage a portfolio of 75-80 clients, providing personalized...

  • Wealth Management Professional

    4 weeks ago

    San Francisco, California, United States Judson Group Full time

    Join Judson Group as a Wealth ManagerJudson Group is seeking a highly skilled Wealth Manager to join our team. As a Wealth Manager, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including investment and retirement strategies.Provide...

  • Wealth Management Professional

    4 days ago

    San Francisco, California, United States Windward Recruiting Full time

    This role offers the opportunity to make a meaningful impact on clients' financial lives while advancing your career in a dynamic, entrepreneurial, and collaborative team environment at Windward Recruiting.The location of this role will be in the San Francisco area of California.Duties & ResponsibilitiesCoordinate and drive the delivery of wealth planning...

  • Wealth Management Professional

    1 month ago

    San Francisco, California, United States Equitable Holdings Full time

    About Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping our clients achieve their financial goals. As a respected wealth management firm, we've built a reputation for delivering exceptional service and expertise.Our CultureWe value diversity, equity, and inclusion, and we're committed to creating a workplace where everyone feels valued and...

  • Private Wealth Investment Management Professional

    1 month ago

    San Francisco, California, United States Bank of America Full time

    Job SummaryMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Private Wealth Investment Management Specialist, you will play a critical role in defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management...

  • Wealth Management Director

    1 week ago

    San Francisco, California, United States BNY Mellon Full time

    Job SummaryWe are seeking a highly experienced and skilled Wealth Management Director to join our team at BNY Mellon. As a key member of our Wealth Management team, you will be responsible for providing comprehensive wealth management advice and solutions to our clients.Key Responsibilities:Provide wealth management advice and solutions to clients using...

  • Financial Services Professional

    4 weeks ago

    San Francisco, California, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals and secure their financial...

  • Financial Services Professional

    4 days ago

    San Francisco, California, United States Wealth Enhancement Group Full time

    Wealth Enhancement Group is seeking a highly skilled Financial Services Professional to join our team. As a key member of our advisory team, you will work closely with senior advisors to help clients achieve their financial goals.The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships...

  • Wealth Management Professional

    4 days ago

    San Diego, California, United States Zions Bancorporation Full time

    Wealth Management is a specialized division within Zions Bancorporation that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. Our team of experts provides personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management to help clients grow and...

  • Private Wealth Manager

    2 weeks ago

    San Francisco, California, United States Capital Group Full time

    About the RoleCapital Group is seeking a Private Wealth Advisor to join its team of experienced professionals. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key ResponsibilitiesDevelop and implement comprehensive wealth...

  • Wealth Management Coordinator

    2 weeks ago

    San Francisco, California, United States Bessemer Trust Full time

    Job SummaryThe Wealth Advisor Coordinator role is an exciting opportunity to join a collaborative team of dedicated professionals at Bessemer Trust, servicing ultra-high net worth clients and prospects. This individual will partner with the Wealth Advisory Team to increase prospective client engagement through direct and digital marketing to individuals,...

  • Wealth Management Director

    2 weeks ago

    San Francisco, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic business plans to drive growth and revenue.Key ResponsibilitiesDevelop and execute business development...

  • Wealth Management Specialist

    4 weeks ago

    San Francisco, California, United States Cerity Partners Full time

    Job Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, financial planning, and investment advice to our high-net-worth individuals and their families, businesses, and nonprofit organizations.Key...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Cerity Partners Full time

    Job Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, managing client relationships, and delivering comprehensive financial planning solutions.Key Responsibilities:Manage a portfolio of 75-80 clients,...

  • Senior Wealth Management Professional

    4 weeks ago

    San Diego, California, United States Care Dynamics, LLC Full time

    Job Title: Senior Wealth AdvisorWe are seeking an experienced Senior Wealth Advisor to join our team at Care Dynamics, LLC. As a Senior Wealth Advisor, you will be responsible for cultivating and maintaining high-net-worth client relationships, developing and nurturing a referral network, and providing strategic investment planning advice.About the RoleThis...

  • Financial Wealth Strategist

    2 weeks ago

    San Bernardino, California, United States Ironclad Wealth Partners Full time

    About UsWe are a dedicated team of financial professionals committed to helping individuals, families, and businesses achieve financial security through education and tailored strategies. Our mission is to build wealth, create a movement of financial professionals, and turn that wealth into positive impact. We are passionate about mentoring future leaders in...

  • Wealth Management Director

    2 weeks ago

    San Francisco, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and...

  • Wealth Management Director

    2 weeks ago

    San Francisco, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic business plans to drive growth and revenue.Key ResponsibilitiesDevelop and execute business...

  • Wealth Strategist, Relationship Manager

    1 day ago

    San Francisco, California, United States BNY Mellon Full time

    Welcome to BNY Mellon, a leading global financial services company at the center of the world's financial system. As a values-driven organization, we empower our colleagues to grow and succeed in a culture that is inclusive, innovative, and empowering.Our Wealth Management team is dedicated to helping successful individuals and their families build, manage,...

  • Wealth Management Director

    3 days ago

    San Francisco, California, United States Bank of Montreal Full time

    Job Summary:We are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships.Key...