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Wealth Planning & Investment Advisor
Job in
Concord, Contra Costa County, California, 94527, USA
Listed on 2026-07-08
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of Montreal is hiring for a Wealth Sales & Service position in Concord, California. This role focuses on providing tailored financial and investment planning, alongside managing client relationships to achieve business objectives.
With a strong emphasis on business development, you'll implement strategies to bring in new clients, work collaboratively with teams, and ensure compliance with all regulations. Applicants should have strong analytical skills, relevant financial licenses, and a post-secondary degree.
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