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Senior Wealth Planning Advisor
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-10
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of Montreal Wealth Management seeks an experienced advisor to provide specialized planning for high net worth clients in Chicago. You will collaborate with Private Bankers, Investment Counsellors, and other professionals to design comprehensive wealth planning solutions spanning financial, tax, estate, and philanthropic planning.
In this role you will develop strategic plans, educate clients, and help grow assets by delivering tailored recommendations while adhering to regulatory
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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