Wealth Analyst

BMO US(2 months ago)

Barrington, IL, United StatesOnsiteFull TimeMedior$45,000 - $83,000Wealth Sales & Service

About this role

Provides support and product expertise for financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services assigned client portfolios and acts as the key service contact to ensure an exceptional client experience. Supports business growth and retention through coordinating strategic initiatives, preparing financial plan reports and client presentations, and maintaining accurate sales and relationship records.

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Required Skills

Financial Planning
Client Service
Market Research
Sales Tracking
Communication
Collaboration
Analysis
Problem Solving
Compliance
Presentation

Qualifications

Post-Secondary Degree
Financial Planning Designation (In Progress)

About BMO US

bmo.com

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

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