BMO U.S. · 3 days ago
Wealth Analyst
West Palm Beach, FL
Full-time
Onsite
Mid Level
$45K/yr - $83K/yr
3+ years expBMO U.S. is a financial institution committed to creating lasting, positive change for its customers and communities. The Wealth Analyst role involves supporting private wealth advisors and relationship managers in delivering exceptional client experiences, preparing business proposals, and conducting market research. The position focuses on building relationships with clients and internal stakeholders to drive business growth and ensure compliance with regulations.
Banking
Responsibilities
Assists in preparing new business proposals or presentations to clients/prospects based upon their needs
Assist Private Wealth Advisors in market research of client and prospects
Assist Private Wealth Advisors in identifying prospective clients
Acts as the key service contact for clients
Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines
Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager
Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects
Make suggestions about how to improve the overall service interaction for prospects and clients
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Prepares reports for financial plans; inputs appropriate data according to established
Makes updates to sales tracking, forecast & pipeline, relationship plans and other databases
Participates in account review process and completion of required action items
Organizes client files and ensures proper documentation
Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting
Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs
Supports the achievement of the business plan within the designated territory / region
Collaborates effectively with internal stakeholders to build capability and drive business growth
Meets high-quality service standards to maximize relationship retention and growth
Develops rapport and instills confidence with the client to develop credibility and earn their trust
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements
Focus may be on a business/group
Thinks creatively and proposes new solutions
Exercises judgment to identify, diagnose, and solve problems within given rules
Works mostly independently
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
General knowledge of financial planning and wealth management
Proficiency in office software and sales management software
Comfortable exploring beyond one's area of technical expertise (i.e. Discipline)
A willingness and aptitude to influence and recognize new business opportunities
Specialized knowledge from education and/or business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Preferred
Working towards a financial planning designation preferred
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Mike Morton
Vice Chair U.S. Commercial Banking
Recent News
2025-10-16
2025-09-23
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