Wealth Advisor: Holistic Planner for High-Net-Worth Clients
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-08-10
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of Montreal in Los Angeles seeks an experienced Wealth Relationship Manager to deliver advisory-based solutions, manage a high-net-worth client portfolio, and lead holistic financial planning for clients. You will coordinate with specialists to craft tailored strategies and build a trusted advisory relationship.
The role requires strong communication, analytical abilities, and a track record in wealth management, with MBA/CFP credentials preferred and a focus on regulatory compliance and
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