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Wealth Advisor & Financial Planning Specialist
Job in
Long Beach, Los Angeles County, California, 90899, USA
Listed on 2026-07-01
Listing for:
BMO U.S.
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
BMO U.S. is seeking an experienced financial professional to provide comprehensive banking solutions tailored to customer needs. This role involves advising clients on managed products, sales of financial solutions, and collaborating with team members for effective service delivery.
The ideal candidate will have 4 to 6 years of relevant experience and necessary licenses, contributing to business development and customer relationship management in the Long Beach, California area.
The position offers a competitive salary, health insurance, and various employee benefits.
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