Strategic Client Advisor – Banking & Investments
Job in
Bloomingdale, DuPage County, Illinois, 60108, USA
Listed on 2026-08-22
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of Montreal in Bloomingdale, IL seeks an experienced financial advisor to uncover client needs and deliver banking and investment solutions. You will grow assets under management, acquire new clients, and guide onboarding while collaborating with specialists.
Role requires SIE, Series 6/63/65, life/health licenses, with Series 7/66 preferred; 3+ years in financial services and a degree preferred. Strong advisory, sales, and digital skills are essential.
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