Wealth & Banking Advisor: Grow Portfolios & Plans
Wealth & Banking Advisor: Grow Portfolios & Plans
Posted yesterday
SENIORITY
Senior
About the role
BMO Harris Bank in California is seeking a financial advisor/relationship banker to uncover client needs and deliver banking and investment solutions. You will collaborate with partners, grow AUM, and expand advisory services while promoting digital tools and client onboarding across a defined portfolio.
The role emphasizes prospecting, plan development, and strategic relationship management to meet regulatory standards and drive revenue growth.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.