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Senior Wealth Advisor | Holistic Financial Planning
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-08-02
Listing for:
BMO
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
BMO Financial Group in Los Angeles region seeks an experienced advisor to manage relationships, deliver holistic financial planning, and coordinate a team to create integrated wealth solutions. You will attract, retain, and grow a portfolio of high-net-worth clients through proactive planning and cross‑team collaboration.
The role emphasizes strategic account management, developing proposals, conducting annual reviews, and driving client retention while aligning with regulatory and risk
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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