Wealth Planning Advisor Sales & Solutions
Bmo
Bmo in Gardena, California, is looking for a Wealth Sales & Service professional to provide comprehensive financial and investment planning. The role includes assessing client needs, delivering banking solutions, and implementing business strategies to achieve sales targets. Candidates should possess relevant financial industry experience (4-6 years) and necessary licenses (FINRA Series 6, 63, & 65 or Series 7 & 66). Strong skills in communication and analysis are essential, as is a commitment to enhancing the client experience. #J-18808-Ljbffr
Vacancy posted 1 day ago
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