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Wealth Planner & Investment Advisor
Job in
Long Beach, Los Angeles County, California, 90899, USA
Listed on 2026-07-18
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of Montreal in Long Beach, CA seeks a Wealth Sales & Service professional to provide financial and investment planning advice in collaboration with the team, delivering comprehensive banking solutions in the customer's best interest.
The role includes identifying client needs, selling managed products, supporting sales goals, and developing business through outreach and referrals, with execution of strategic initiatives and reporting.
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