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Senior Mass Affluent Advisor & Portfolio Growth Lead

BMO U.S., Crystal Lake, IL, United States


A leading financial institution in Crystal Lake, Illinois, is looking for a qualified professional to manage an assigned portfolio of mass affluent clients. The role requires licenses such as SIE, Series 6, and 63. Candidates should possess a robust understanding of banking products and exhibit strong consultative sales skills. A commitment to delivering exceptional customer service and building lasting relationships is essential. The position offers a competitive salary range and opportunities for professional growth. #J-18808-Ljbffr