Strategic Financial Advisor: Wealth & Banking Solutions
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-15
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
BMO Financial Group seeks a skilled financial professional to deliver comprehensive banking solutions and strategic financial planning. You will collaborate with the client relationship team and lead relationship manager to assess client needs and tailor managed products and services.
Responsibilities include hitting asset sales targets, developing new business through seminars and referrals, and guiding clients with investment strategies while ensuring compliance and data-driven decision making.
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