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Senior Mass Affluent Relationship Manager

BMO U.S., Palatine, IL, United States


A leading financial services provider in Palatine, Illinois is seeking a licensed financial advisor to manage a portfolio of mass affluent clients. The role requires excellent customer relationship management skills and the ability to uncover client needs while ensuring compliance with regulatory policies. The ideal candidate will have 4-6 years of relevant experience and the SIE, Series 6, 63, 65 licenses, along with a proactive approach to client communications. A competitive salary, health insurance, and retirement plans are offered. #J-18808-Ljbffr