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Wealth Advisor: Holistic Planning & Investment Strategy
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2026-06-24
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Bank of Montreal in Tucson, Arizona, is seeking a financial planner to provide investment advice and manage client relationships. This role requires collaboration with team members to deliver comprehensive banking solutions aligned with client needs.
The ideal candidate will have 4-6 years of experience, relevant licenses, and strong communication skills. Additional perks include health insurance, tuition reimbursement, and retirement savings plans.
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