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Wealth Planning Analyst & Client Services

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: BMO
Full Time position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 54000 - 99600 USD Yearly USD 54000.00 99600.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in California is seeking a support specialist to assist private wealth advisors by providing product expertise and enhancing client experiences. The ideal candidate will have 3-5 years of relevant experience, proficiency in office and sales management software, and strong analytical and communication skills.

This role offers a competitive salary range of $54,000.00 - $99,600.00 and includes various benefits such as health insurance and retirement savings plans.
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