
Senior Mass Affluent Relationship Advisor
BMO U.S., Park Ridge, IL, United States
A leading financial institution is seeking a licensed professional to manage a portfolio of affluent clients. Responsibilities include uncovering financial needs, providing solutions, and ensuring compliance with regulatory policies. Candidates should have 4-6 years in financial services, relevant licenses, and strong communication skills. This position offers a salary range of $57,500.00 - $106,500.00 based on experience, alongside various benefits including health insurance and retirement plans.
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