Client Wealth Advisor Investments
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-07-06
Listing for:
BMO
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
BMO in Scottsdale, Arizona, is seeking a financial services professional to act as the primary client contact and provide holistic banking solutions. Ideal candidates will have a consultative approach to relationship building and must obtain required financial licenses within 120 days of start date.
Responsibilities include identifying financial opportunities, coordinating outreach efforts, and supporting client onboarding. This position comes with a competitive salary range and benefits including health insurance and retirement plans.
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