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Client Advisor – Banking & Investments

Job in Berkeley, Alameda County, California, 94709, USA
Listing for: Bank of Montreal
Full Time position
Listed on 2026-07-23
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 63300 - 117200 USD Yearly USD 63300.00 117200.00 YEAR
Job Description & How to Apply Below
Position: Client Growth Advisor – Banking & Investments

Bank of Montreal in Berkeley, CA is hiring a financial services professional to uncover client needs and provide banking and investment solutions. You will work with partners and community to build relationships, focus on new client acquisition, and grow AUM within portfolios.

Responsibilities include delivering advisory guidance, promoting digital tools, and executing a structured sales plan while ensuring compliance with regulatory policies.

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