
Senior Wealth & Client Relationship Advisor
BMO U.S., Glencoe, IL, United States
A financial services organization is seeking a licensed professional in Glencoe, Illinois, to develop strong client relationships and act as a trusted advisor. The role requires licenses including SIE, Series 6, 63, and 65, with Series 7 preferred. Key responsibilities include uncovering customer needs, achieving sales targets, and providing training. Competitive salary ranges from $57,500 to $106,500, with benefits like health insurance and retirement plans.
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