Senior Trust & Estate Advisor
Listed on 2026-10-21
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
BMO Wealth Sales & Service in Chicago seeks a senior fiduciary account leader to manage trust, agency, and probate accounts, guiding client relationships and ensuring regulatory compliance. You will develop strategic proposals, present to clients, and coordinate cross-team efforts to deliver superior service.
The role requires 7+ years’ experience in fiduciary services, a finance-related degree, and expert knowledge of trust administration, tax, and estate planning.
Are you ready to take on the Senior Trust & Estate Advisor role at BMO?
The Senior Trust & Estate Advisor role at BMO is now open for applications in Chicago, IL, United States.
Join us at BMO as our next Senior Trust & Estate Advisor in Chicago, IL, United States.
We are currently recruiting a Senior Trust & Estate Advisor for our team in Chicago, IL, United States.
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