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

Strategic Banking & Wealth Advisor

Bank of Montreal

Bank of Montreal in Gurnee, Illinois is seeking a skilled financial services professional to act as a primary client contact, uncovering financial needs and providing tailored banking and investment solutions. The ideal candidate will demonstrate expertise in client relationship management and achieve sales targets while supporting community engagement initiatives. Qualified applicants will have at least 3 years of relevant experience and a strong background in banking products. Positions offer competitive salaries with potential commissions, a robust benefits package, and opportunities for career growth. #J-18808-Ljbffr Bank of Montreal

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Strategic Banking & Wealth Advisor in Gurnee, IL vacancy
  • $75k

     ...the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Gurnee...  ...Financial Advisors are based within a bank branch and work within a highly...  ...clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Gurnee, IL
    3 days ago
  • $41.71k - $69k

     ...needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both...  ...promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and... 
    Suggested
    Local area
    Immediate start
    Day shift

    BMO U.S.

    Waukegan, IL
    1 day ago
  • $21.82 per hour

     ...Job Description TEKsystems is currently hiring a Floating Bank Teller to start with a Fortune 100 Financial Institution! Main...  ...with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize... 
    Suggested
    Full time
    Contract work
    Temporary work
    Currently hiring
    Monday to Friday

    TEKsystems

    Gurnee, IL
    11 days ago
  • $57.5k - $106.5k

    BMO U.S. is seeking a licensed financial advisor in Gurnee, Illinois. The ideal candidate will provide comprehensive banking and investment solutions while fostering relationships with clients and achieving sales targets. Required qualifications include the SIE Exam and... 
    Suggested

    BMO U.S.

    Gurnee, IL
    6 days ago
  • $45.38k - $75.63k

     ...feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in Waukegan, IL at the Waukegan Branch. Bilingual Spanish Required. PNC is an in-office company... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Waukegan, IL
    1 day ago
  •  ...Quality Talent Group is seeking bankers to join their client’s Consumer, Small, and Business Banking division in Gurnee, Illinois. You'll build strong customer relationships, assist with accounts, and maintain compliance with regulations. The position offers a comprehensive... 

    Quality Talent Group

    Gurnee, IL
    2 days ago
  • $17 - $29.75 per hour

     ...Locations US-IL-Waukegan Category/Function Retail Banking Center Position Type Regular Full-Time...  ...Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions... 
    Full time
    Immediate start

    Old National Bank

    Waukegan, IL
    4 days ago
  •  ...Quality Talent Group is hiring bankers for their Consumer, Small, and Business Banking division in Beach Park, Illinois. Join a leading financial services employer recognized for talent development with a comprehensive benefits package, including health coverage, 401(k... 

    Quality Talent Group

    Beach Park, IL
    2 days ago
  • $20 - $22 per hour

     ...Microsoft Office, Loan Origination Systems (LOS), and internal banking platforms Types of Loans You’ll gain exposure to multiple...  ...us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize... 
    Contract work
    Temporary work
    Work at office

    TEKsystems

    Vernon Hills, IL
    1 day ago
  •  ...Relationship Banker at their Gurnee branch in Illinois. In this role, you will provide exceptional client service and utilize the latest banking solutions to meet financial needs. You will be responsible for managing and building relationships with clients while creating... 

    JPMorganChase

    Gurnee, IL
    5 days ago
  • $46.8k - $63.25k

     ...experience, and delivering tailored PNC solutions. Ideal candidates have an Associate's degree and at least 3 years of experience in banking or customer service. The position offers a competitive salary range between $46,800.00 and $63,250.00 along with a comprehensive... 

    PNC Financial Services Group

    Waukegan, IL
    6 days ago
  •  ...Qualifications Associate’s degree or equivalent, with 3+ years of related experience or product knowledge. Preferred skills: Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales... 
    Temporary work

    PNC Financial Services Group

    Waukegan, IL
    2 days ago
  •  ...branch customer relationships through proactive sales and personalized service. The ideal candidate will have 3+ years of experience in banking or customer service and possess strong skills in customer loyalty and financial product knowledge. We offer a competitive salary... 

    PNC

    Waukegan, IL
    5 days ago
  • $70k - $80k

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.... 
    Full time
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Waukegan, IL
    3 days ago
  • Koitecc Solutions in Waukegan, Illinois is seeking a dedicated individual to engage with customers and provide tailored banking solutions. Responsibilities include processing financial needs assessments and supporting loan recommendations while ensuring compliance with... 

    Koitecc Solutions

    Waukegan, IL
    2 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 help...  ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Highland Park, IL
    1 day ago
  •  ...Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking team in Third Lake, Illinois. As part of a leading national bank, you’ll benefit from a comprehensive package that includes health coverage, retirement plans, and tuition reimbursement... 

    Quality Talent Group

    Third Lake, IL
    2 days ago
  •  ...Quality Talent Group is hiring bankers for a leading national bank's Consumer, Small, and Business Banking division in Mundelein, Illinois. Ideal candidates should possess customer service skills and have at least 6 months of relevant experience. This position offers... 

    Quality Talent Group

    Mundelein, IL
    2 days ago
  •  ...Quality Talent Group is seeking bankers for a full-time or part-time role in their Consumer, Small, and Business Banking division. You will build strong relationships with customers while providing tailored financial solutions and educating them on digital banking tools... 
    Full time
    Part time

    Quality Talent Group

    Winthrop Harbor, IL
    1 day ago
  •  ...Quality Talent Group is seeking bankers in Round Lake, Illinois, to join their Consumer, Small, and Business Banking division. The role involves building customer relationships and providing tailored financial solutions, ensuring compliance with banking policies and regulations... 

    Quality Talent Group

    Round Lake, IL
    2 days ago
  •  ...Quality Talent Group is searching for dedicated bankers to join their Consumer, Small, and Business Banking division. This full-time or part-time position offers an opportunity in a supportive workplace renowned for its commitment to talent development. Client benefits... 
    Full time
    Part time

    Quality Talent Group

    Bannockburn, IL
    2 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    Waukegan, IL
    4 days ago
  • $55.8k - $89.4k

     ...service experience while servicing clients with a full range of banking products and services. Responsible for executing and/or...  ...evolve the processes, procedures and operating environment of their Wealth Management team. The successful candidate will benefit from... 
    Work experience placement
    Work at office
    Flexible hours

    Northern Trust

    Lake Forest, IL
    3 days ago
  • $52.8k - $79.2k

     ...exceptional client service experience while managing a full range of banking products and services. The role includes executing and managing...  ...cash transactions and daily balancing, while fully meeting Wealth Management Lobby Banking Operations policies. Assist with... 
    Work experience placement
    H1b
    Work at office
    Visa sponsorship
    Work visa

    Northern Trust

    Lake Forest, IL
    5 days ago
  • $55.8k - $89.4k

     ...Banker delivers exceptional client service, manages a full range of banking products and services, and performs administrative and...  ...transactions and daily balancing activities in full compliance with Wealth Management Lobby Banking Operations policies. Assisting with... 
    Work at office
    Visa sponsorship
    Work visa

    Northern Trust

    Lake Forest, IL
    4 days ago
  • $55.8k - $89.4k

    Northern Trust Corp in Lake Forest, IL is seeking a Sr Personal Banker to deliver exceptional client service and manage banking products. The role involves client account servicing, cross-selling financial products, and maintaining compliance with banking guidelines. Successful... 

    Northern Trust Corp

    Lake Forest, IL
    3 days ago
  • $18 - $20.67 per hour

    First Financial Bank is seeking a Consumer Banker in Waukegan, Illinois, responsible for deepening client relationships with goals of booking new business and referring to internal partners. The ideal candidate will have 3-4 years of client service experience, skills in... 
    Hourly pay

    First Financial Bank

    Waukegan, IL
    4 days ago
  • $19 - $21 per hour

     ...Part-Time Teller Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship... 
    Hourly pay
    Temporary work
    Part time
    All shifts
    Flexible hours

    Wintrust Financial

    Grayslake, IL
    4 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique...  ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (...  ...Services), a federal savings bank. NM and its subsidiaries are...  ...Company commissions and fees, Strategic Employee Benefits Services commissions... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Vernon Hills, IL
    2 days ago
  •  ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with...  ...Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture... 
    Local area

    Mesirow Financial

    Highland Park, IL
    3 days ago

Do you want to receive more vacancies?

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