Wealth Strategist / Certified Financial Planner
| Company | Bank of Montreal |
|---|---|
| Location | Naples, FL, USA, San Francisco, CA, USA, Los Angeles, CA, USA, Chicago, IL, USA, Milwaukee, WI, USA, Minneapolis, MN, USA |
| Salary | $72500 – $134500 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Minimum of 3-5 years of relevant experience or post-secondary degree in related field of study.
- Experience in selling to Private Wealth Advisors and/or HNW clients.
- Experience in financial planning required.
- CFP or similar designation required.
- Working knowledge of financial planning software, specifically eMoney and/or MoneyGuide Pro.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Verbal & written communication skills – in-depth.
- Collaboration & team skills– in-depth.
- Analytical and problem solving skills– in-depth.
- Influence skills – In-depth.
- Data driven decision making – In-depth.
Responsibilities
- Provides wealth planning (advanced financial planning) guidance and counsel to the High Net Worth (HNW) client segment.
- Works collaboratively in partnership with Wealth Advisors and Senior Wealth Strategists to develop and deliver a client-centric wealth planning experience.
- Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value wealth plans and recommendations, to coaching/assisting with presentations to clients.
- Creates awareness of key products and services with the objective of generating increased asset levels from HNW investors.
- Supports the growth and retention of client assets by providing wealth planning advice/guidance to Private Wealth Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues.
- Executes a disciplined approach to all sales and wealth management strategies to support national business growth while focusing on the client experience.
- Facilitates/supports goals-based discovery process directly with clients and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
- Develops complex and comprehensive wealth plans for clients to help meet their financial objectives.
- Conducts presentations to clients, as required.
- Assists in the implementation of strategies to increase the scope of services provided to clients to assist in the achievement of their personal goals and to contribute to the overall growth of business results.
- Ensures client experience standards for wealth planning and client relationship development are met.
- Acts as a trusted advisor to assigned business/group.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Works closely with Senior Wealth Strategists and Private Wealth Advisors in the development and delivery of HNW management solutions.
- Leverages expert planning resources in the field of taxation, estate & trust and succession planning to assess and provide insights to clients.
- Builds effective relationships with internal/external stakeholders.
- Breaks down strategic problems and analyzes data and information to provide insights and recommendations.
- Provides coaching/training to Private Wealth Advisors to support their delivery of wealth management solutions.
- Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.
- Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.
- Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.
- Provides insight and expertise on advanced wealth planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
- Protects the Bank’s assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
- Focused primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Works independently and regularly handles non-routine situations.
Preferred Qualifications
- MBA considered an asset.
- JD/LL.M is considered an asset.
- Life Insurance designation is considered an asset.