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Senior Wealth Advisor High-Net-Worth Clients

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Hispanic Alliance for Career Enhancement
Full Time position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 91800 - 171000 USD Yearly USD 91800.00 171000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor for High-Net-Worth Clients

BMO Financial Group in the United States is seeking a senior Relationship Manager for high-net-worth clients to deliver a comprehensive wealth management experience integrating banking, investments, and planning. You will coordinate cross-disciplinary teams to craft tailored financial solutions and manage complex client relationships.

The role emphasizes growth within existing portfolios, development of business strategies, and leadership in client reviews, reporting, and risk management.

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Position Requirements
10+ Years work experience
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