Senior Wealth Advisor & Client Growth Leader

Bank of Montreal

  • Chicago, IL
  • 2 days ago

    Highlights

    Bank of Montreal in Chicago seeks an experienced Wealth Advisor to deliver advisory-based sales and holistic financial planning to a portfolio of clients. You will lead client reviews, craft integrated solutions, and coordinate experts to meet client needs while pursuing regional growth targets.

    Numbers & Facts

    LocationChicago, IL

    Description

    Bank of Montreal in Chicago seeks an experienced Wealth Advisor to deliver advisory-based sales and holistic financial planning to a portfolio of clients. You will lead client reviews, craft integrated solutions, and coordinate experts to meet client needs while pursuing regional growth targets.The role requires 7+ years of experience, an MBA or equivalent, and strong communication and analytical capabilities.#J-18808-Ljbffr

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