Wealth Advisor: Holistic Planner for High-Net-Worth Clients
Bank of Montreal
Los Angeles, CA
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JOB DETAILS
SKILLS
Analysis Skills, Business Administration, Certified Financial Planner (CFP), Communication Skills, Financial Planning, High Net Worth, Regulatory Compliance, Relationship Management, Wealth Management
LOCATION
Los Angeles, CA
POSTED
Today
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