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Senior Wealth Advisor & Client Growth Lead
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-16
Listing for:
BMO U.S.
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
BMO Financial Group in Pasadena, CA is seeking an experienced advisor-based Relationship Manager to attract, retain and grow a portfolio of high-net-worth clients through holistic financial planning and proactive solutions designed to meet each client’s needs.
You will coordinate an integrated team, lead client reviews and proposals, produce client reports and risk-aware recommendations, and drive growth across the region while upholding regulatory standards.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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