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Wealth & Client Services Specialist
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-01-04
Listing for:
Bmo
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services provider in Los Angeles is seeking a Wealth Sales & Service Support Specialist. This role involves supporting financial planning efforts, enhancing client experiences, and collaborating with wealth advisors. Candidates should have 4-6 years of experience in financial planning, strong communication skills, and familiarity with wealth management. A post-secondary degree is required, and certification as a Financial Planner is preferred.
This position offers a salary range of $69,000 - $127,800 and various employee benefits.
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