Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth & Relationship Advisor

$57.5k - $106.5k

Bank of Montreal

Bank of Montreal in Buffalo Grove is seeking a licensed consultant to act as the primary client contact, uncovering financial needs and providing personalized solutions. Candidates should possess relevant financial licenses and have at least 3 years of experience in banking. The role involves developing relationships, achieving sales goals, and collaborating with financial partners. Competitive salary ranging from $57,500 to $106,500 based on experience, with additional benefits including health insurance and retirement savings plans. #J-18808-Ljbffr Bank of Montreal

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth & Relationship Advisor in Buffalo Grove, IL vacancy
  • JPMorganChase is seeking a Private Client Advisor in Vernon Hills, IL to provide comprehensive financial planning and advice. This role includes building client relationships and delivering personalized investment solutions. The ideal candidate has a minimum of 2 years... 
    Suggested

    JPMorganChase

    Vernon Hills, IL
    1 day ago
  • Busey is seeking a Relationship Banker in Glenview, Illinois, to provide exceptional customer service by managing accounts and cross-selling products. This role combines the duties of a teller with a relationship banker, ensuring customer needs are met through personalized... 
    Suggested

    Busey

    Glenview, IL
    2 days ago
  •  ...helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive...  ...and/or performing work activities.This role provides client relationship support through managing, gathering and analyzing client data,... 
    Suggested
    Work at office

    Ameriprise Financial

    Lincolnshire, IL
    1 day ago
  • $120k - $185k

     ...expand your network with clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree or degree...  ...globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed... 
    Suggested
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    Prospect Heights, IL
    3 days ago
  • A financial planning firm is seeking a Lead Planner / Service Advisor in Buffalo Grove, Illinois. The candidate should have a passion...  ...required within 2 years. Responsibilities include client relationship management, preparing financial plans, and providing support for... 
    Suggested

    SGL Financial

    Buffalo Grove, IL
    2 days ago
  • $120k - $200k

     ...We are committed to building meaningful relationships and making a difference in our clients’...  ...Top 100 Independent Registered Investment Advisors globally. Our values—Accountability,...  ...individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer... 
    Temporary work
    Work experience placement
    Local area
    Flexible hours

    Curi Capital

    Lake Forest, IL
    4 days ago
  •  ...Wealth Financial Services & Tax Advisory Financial Advisor Buffalo Grove, IL·Full time Company website Apply for Financial Advisor This job is for a Financial...  ...). The role focuses on building strong client relationships, providing strategic financial planning, and offering... 
    Full time
    Temporary work

    Wealth Financial Services & Tax Advisory

    Buffalo Grove, IL
    18 hours ago
  • $74k - $138k

     ...Overview Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This... 
    Local area

    Hispanic Alliance for Career Enhancement

    Winnetka, IL
    18 hours ago
  •  ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor... 
    Work at office
    Flexible hours

    Bankers Life

    Buffalo Grove, IL
    4 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...plans to help them achieve their goals Grow relationships with clients to support them through...  ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Vernon Hills, IL
    3 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...  ...’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training... 
    Work at office

    Unavailable

    Vernon Hills, IL
    18 hours ago
  •  ...clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications...  ...product or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement... 

    Tri-State Wealth Advisors of Prudential Advisors

    Wheeling, IL
    3 days ago
  • $75k - $90k

     ...Trust For more than 45 years, Blue Trust advisors have applied biblical wisdom and...  ...network of 19 offices, we offer comprehensive wealth management and trust services to more than...  ...priorities and strives to support the relationship building and investment management activities... 
    Work at office

    Blue Trust, Inc.

    Deerfield, IL
    4 days ago
  • $45k - $100k

     ...Financial Advisor Overview Financial advisors partner with clients to help them achieve...  ...financial goals, such as retirement, building wealth, estate strategies, and funding...  ...development. Key Responsibilities Build relationships to create new clients via face‑to‑face and... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Deerfield, IL
    4 days ago
  • $120k - $130k

    Tolmar in Buffalo Grove, Illinois is looking for a Senior Financial Analyst - FP&A. In this high-visibility role, you will perform financial analysis to support monthly management reporting, budgeting, forecasting, and ad hoc requests. You will partner with senior leaders...

    Tolmar

    Buffalo Grove, IL
    2 days ago
  • Sysmex Corporation is seeking a Senior Financial Analyst in Lincolnshire, Illinois. This role focuses on the Hematology Recurring Revenue and Urinalysis business units, involving responsibilities like preparing budgets, delivering financial reports, and analyzing results...

    Sysmex Corporation

    Lincolnshire, IL
    1 day ago
  • $78.54k - $123.42k

    Sysmex America, Inc. in Lincolnshire, Illinois is seeking a Senior Financial Analyst to prepare financial planning and analysis for the Hematology and Urinalysis business units. Candidates must have a Bachelor's degree in Business or Finance, along with at least 5 years...

    Sysmex America, Inc.

    Lincolnshire, IL
    2 days ago
  • $120k - $130k

     ...forecasting processes. Effective communication and collaboration abilities; ability to establish and maintain cooperative working relationships with those contacted in the course of work. Attention to detail and a commitment to data accuracy and integrity. Ability to... 
    Work at office
    Local area
    Monday to Friday

    Tolmar

    Buffalo Grove, IL
    2 days ago
  • $100k - $120k

    A leading scientific company in Vernon Hills seeks a Senior Financial Analyst to join its Finance team. This role requires strong analytical skills and financial modeling expertise to lead reporting and forecasting efforts. Responsibilities include managing operating expenses...

    Antylia Scientific

    Vernon Hills, IL
    4 days ago
  • $80k - $90k

     ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth...  ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...  ...the life they envision through a personal relationship with their advisory team committed to... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Deer Park, IL
    2 days ago
  • $46.92k

    Description: Located in Hershey, PA, Milton Hershey School (MHS) is a top-notch home and school where over 2,200 pre-K through 12th grade students from disadvantaged backgrounds are provided an extraordinary, cost-free, career-focused education. This is made possible ...
    Full time
    Relocation
    Relocation package
    Flexible hours
    Weekday work

    Milton Hershey School

    Prospect Heights, IL
    11 days ago
  • A leading financial institution is looking for a Financial Advisor in Schaumburg, Illinois. The ideal candidate will engage clients, recommend investment products, and build a successful practice. With a minimum of one year in the financial services industry and necessary... 
    Traineeship

    Bank of America

    Schaumburg, IL
    4 days ago
  • $57.5k - $106.5k

     ...and investment solutions while collaborating with community partners. With a focus on client acquisition and building strategic relationships, this position requires a strong financial background and relevant licenses. Compensation ranges from $57,500 to $106,500, depending... 

    Hispanic Alliance for Career Enhancement

    Park Ridge, IL
    2 days ago
  • Focus Financial Partners is looking for a motivated Wealth Advisor in Lake Forest, Illinois. The role involves driving new business growth while supporting client servicing. Candidates should have a Bachelor’s Degree and 5+ years of experience in wealth management, with... 
    Full time

    Focus Financial Partners

    Lake Forest, IL
    3 days ago
  • Financial Representative - Buffalo Grove, IL Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may...
    Full time

    The Western and Southern Life Insurance Company

    Buffalo Grove, IL
    2 days ago
  • A leading financial firm in Buffalo Grove, IL is seeking a motivated Financial Representative to engage with clients and provide personalized financial solutions, including life insurance. The ideal candidate possesses strong interpersonal skills and a customer-focused ...
    Full time

    The Western and Southern Life Insurance Company

    Buffalo Grove, IL
    2 days ago
  • $120k - $200k

    A national registered investment advisory firm is seeking a passionate Wealth Advisor to offer comprehensive wealth planning advice and grow client relationships. This role requires a Certified Financial Planner designation, five years of wealth management experience,... 

    Curi Capital

    Lake Forest, IL
    18 hours ago
  • $61k - $250k

    Northwestern Mutual in Vernon Hills seeks a Financial Advisor to help clients achieve their financial goals through planning and support. This role involves building personalized financial strategies, growing a client base through referrals, and managing financial plans... 

    Northwestern Mutual

    Vernon Hills, IL
    3 days ago
  • $61k - $250k

    Northwestern Mutual is hiring a Financial Advisor in Vernon Hills, Illinois. This unique opportunity allows you to build a practice...  ...base, creating personalized financial plans, and managing client relationships through various life stages. The position offers performance-... 

    UNAVAILABLE

    Vernon Hills, IL
    3 days ago
  • TwinThread in Lake Forest, Illinois, is seeking a Financial Advisor to champion client success and deliver tailored investment solutions...  ...2 years' experience in financial services, excels in client relationship management, and possesses necessary licenses. The role offers... 

    Aumni

    Lake Forest, IL
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth & Relationship Advisor. Be the first to apply!