Senior Mass Affluent Relationship Manager

Bank of Montreal in Bartlett, Illinois, is seeking a Financial Advisor to manage portfolios for mass affluent clients. Responsibilities include uncovering client needs, providing tailored financial solutions, and meeting sales targets through strong relationship building. The ideal candidate has extensive financial services experience, along with required SIE, Series 6, 63, 65 licenses. The role offers a salary range from $57,500 to $106,500, plus benefits including health insurance and retirement plans.
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