Wealth Planning & Investment Advisor
Koitecc Solutions
BMO in Santa Cruz, CA is seeking a seasoned Wealth Sales & Service professional to provide financial planning and advisory services in collaboration with a team. The role focuses on selling managed products, building client relationships, and driving revenue through fee-based solutions. Responsibilities include developing business strategies, identifying referrals, and delivering compliant, data-driven insights to help clients meet their financial goals. #J-18808-Ljbffr
Vacancy posted 2 days ago
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