Wealth Planner & Financial Solutions Advisor
Job in
Bakersfield, Kern County, California, 93399, USA
Listed on 2026-09-03
Listing for:
BMO
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
BMO Financial Group is seeking a Wealth Sales & Service professional in Bakersfield, CA to deliver comprehensive banking and investment advice. You will determine client needs and provide solutions through managed products and referrals, while aiming to surpass asset sales targets.
Responsibilities include developing business strategies, conducting client seminars, and partnering with the lead relationship manager to execute strategic initiatives and deliver superior client experiences.
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