About this role
Wealth Advisor, Director at Bmo. Location: Los Angeles or Pasadena. Role: advising clients, developing business, leading initiatives Requirements: 7+ years relevant experience, post-secondary degree or equivalent, HNW client experience, CFP or MBA preferred, strong advisory, analytical, collaboration and communication skills, ability to lead strategic initiatives. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, mba Commitment: Full Time Workplace: Onsite Languages: English