- BMO Financial Group (Minneapolis, MN)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- US Bank (Minneapolis, MN)
- …worth in excess of $75MM, with average client assets above $100MM. The **Managing Director , Client Advisor (MDCA)** is the lead relationship manager and team ... professionals. The MDCA reports directly to the Regional Managing Director for the region. **Essential Functions:** + Responsible for...counsel to clients and prospects in the areas of private banking, personal trust and investments. + Ensure the… more