Wealth Advisor, Wealth Advisory Charles Schwab
Los Angeles, CAToday
Bank of Montreal
- Los Angeles, CA
- 5 days ago
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Skills
- Analysis Skillsunmatched
- Business Administrationunmatched
- Certified Financial Planner (CFP)unmatched
- Communication Skillsunmatched
- Financial Planningunmatched
- High Net Worthunmatched
- Regulatory Complianceunmatched
- Relationship Managementunmatched
- Wealth Managementunmatched
Description
Bank of Montreal in Los Angeles seeks an experienced Wealth Relationship Manager to deliver advisory-based solutions, manage a high-net-worth client portfolio, and lead holistic financial planning for clients. You will coordinate with specialists to craft tailored strategies and build a trusted advisory relationship.The role requires strong communication, analytical abilities, and a track record in wealth management, with MBA/CFP credentials preferred and a focus on regulatory compliance and#J-18808-Ljbffr
Numbers & Facts
| Location | Los Angeles, CA |
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