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Financial Sales Banking & Finance Financial Consultant Financial Advisor

Virtual Wealth & Banking Advisor

Job in Elgin, Kane County, Illinois, 60122, USA
Listing for: Bank of Montreal
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Bank of Montreal is seeking a client relationship specialist in Illinois, focusing on uncovering financial needs and providing tailored banking and investment solutions. The ideal candidate has 3+ years in financial services, holds necessary licenses, and demonstrates strong consulting and sales skills. Responsibilities include managing a customer portfolio, reporting on performance, and collaborating with financial experts.

This role offers a competitive salary and potential commissions within a supportive team environment.
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