Senior Client Advisor: Financial Planning & Growth
Listed on 2026-10-16
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
BMO is seeking a skilled financial services professional in the San Jose area to act as a trusted advisor, uncover client needs, and deliver banking and investment solutions. The role emphasizes new client acquisition, portfolio growth, and collaboration with advisors to service diverse client needs.
Responsibilities include developing a client-centric plan, driving AUM growth, promoting digital tools, and mentoring branch staff while complying with regulatory standards.
We invite applications for the Senior Client Advisor:
Financial Planning & Growth position located in San Jose, CA, United States.
Step into the Senior Client Advisor:
Financial Planning & Growth role at BMO in San Jose, CA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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