Wealth Advisor
Bank of Montreal
Bank of Montreal in Long Beach, CA seeks a Wealth Sales & Service professional to provide financial and investment planning advice in collaboration with the team, delivering comprehensive banking solutions in the customer's best interest. The role includes identifying client needs, selling managed products, supporting sales goals, and developing business through outreach and referrals, with execution of strategic initiatives and reporting. #J-18808-Ljbffr
Vacancy posted 1 day ago
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