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

Wealth Planner & Investment Advisor

$57.5k - $106.5k

BMO U.S.

BMO U.S. is seeking a financial advisor to provide comprehensive banking solutions tailored to client needs. This role requires 4-6 years of relevant experience and appropriate financial licenses. Responsibilities include implementing strategies for business growth and managing client relationships to enhance customer experience. Competitive salary ranging from $57,500.00 to $106,500.00, including potential performance bonuses and comprehensive benefits such as health insurance and retirement savings plans. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Planner & Investment Advisor in Schaumburg, IL vacancy
  • $70k - $80k

    Bank of America in Elmhurst, Illinois, is seeking a Financial Advisor to provide tailored solutions to clients aiming to achieve their...  ...goals. The position involves reviewing financial and investment objectives, constructing financial plans, and recommending brokerage... 
    Suggested

    Bank of America

    Elmhurst, IL
    2 days ago
  •  ...Porte Brown LLC in Elk Grove Village is looking for an Associate Advisor to join their wealth management team. This client-facing role involves supporting senior advisors, preparing for meetings, and delivering tailored financial strategies. The ideal candidate will have... 
    Suggested

    Porte Brown

    Elk Grove Village, IL
    9 hours ago
  • $57.5k - $106.5k

     ...Application Deadline:06/18/2026Address:590 S Roselle RoadJob Family Group:Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer... 
    Suggested
    Contract work
    Part time
    Local area

    Bank of Montreal

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

     ...Bank of Montreal seeks a financial advisor in Schaumburg, Illinois, offering financial and investment planning to clients. This role involves determining client needs, developing solutions, and supporting sales targets through various initiatives. Qualified candidates... 
    Suggested

    Bank of Montreal

    Schaumburg, IL
    1 day ago
  • $125k - $175k

     ...Who We Are Welcome to Carson Wealth. Where integrity meets expertise in the world...  .... Who We Want The Senior Wealth Advisor position is the backbone of the practice...  ...show continuous effort in proven return-on-investment activities. They will be willing and... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    Carson Group

    Palatine, IL
    3 days ago
  •  ...A leading insurance brokerage firm is seeking a Financial Advisor to build and maintain wealth management relationships. The position involves cultivating client relationships, prospecting new business opportunities, and participating in a comprehensive training program... 

    Arthur J. Gallagher & Co.

    Rolling Meadows, IL
    3 days ago
  • $102k - $190k

     ...worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning....  ...certification preferred. Certified Financial Planner is preferred. Experience dealing with HNW clients... 
    Local area
    Shift work

    BMO U.S.

    Barrington, IL
    3 days ago
  •  ...Relationship Manager to serve high-net-worth clients. This role focuses on delivering a comprehensive wealth management experience by integrating banking solutions, investment strategies, and holistic financial planning. The successful candidate will have at least 7 years... 

    BMO U.S.

    Barrington, IL
    4 days ago
  •  ...The Retirement Plan Advisor at Clearwater Capital Partners is a client-facing role responsible...  ..., including proposals, plan design, investment oversight, and committee and participant...  ...Director of Retirement Plans. Support Wealth Advisor business through ongoing education... 
    Full time

    Clearwater Capital Partners

    Hoffman Estates, IL
    4 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
  • $102k - $190k

     ...S Grove Avenue Job Family Group: Wealth Sales & Service Serves as the primary...  ...experience that integrates banking solutions, investment strategies, and holistic financial...  ...certification preferred. Certified Financial Planner is preferred. Experience dealing with... 
    Contract work
    Part time
    Local area
    Shift work

    Bank of Montreal

    Barrington, IL
    4 days ago
  • $65k - $85k

    Right Executive Search, LLC is seeking a Paraplanner / Wealth Management Client Service Associate in North Barrington, IL, to support both advisory relationships and operations within a prestigious financial services firm. The ideal candidate will engage with clients,... 

    Right Executive Search, LLC

    Barrington, IL
    2 days ago
  •  ...Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment revenue of our placed candidates over the past 8 years is greater than $450K. Our 3 year... 

    Professions

    Schaumburg, IL
    3 days ago
  •  ...U.S. Bank is seeking a Wealth Management Advisor to join their team in Glen Ellyn, Illinois. This role requires engaging with affluent clients to assess financial needs and provide tailored investment solutions. Candidates should have a strong sales background and experience... 
    Flexible hours

    U.S. Bank

    Glen Ellyn, IL
    2 days ago
  •  ...growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent... 
    Internship
    Monday to Friday

    Navy Federal Credit Union

    Schaumburg, IL
    1 day ago
  • $22 - $28 per hour

     ...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-focused... 
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    Shift work

    Wintrust

    Hoffman Estates, IL
    3 days ago
  • $86k - $117k

     ...Lakeshore Financial Group - Oakbrook is seeking an experienced financial advisor to join their expanding firm in Schaumburg, Illinois. The ideal candidate will advise clients on financial strategies tailored to their goals while providing exceptional customer service.... 

    Lakeshore Financial Group

    Schaumburg, IL
    4 days ago
  • $22 - $28 per hour

     ...relationships and identify their financial needs. Recommend products and services that align with customers’ goals. Collaborate with Mortgage, Wealth Management, and other business partners to connect customers with specialized experts. Manage teller drawer and serve customers in... 
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    Shift work

    Wintrust Financial Corporation

    Schaumburg, IL
    4 days ago
  •  ...financial advisory firm in Buffalo Grove, IL is seeking a Financial Advisor to build strong client relationships and provide strategic...  ...prioritizing client interests in a collaborative and growth-oriented culture. #J-18808-Ljbffr Wealth Financial Services & Tax Advisory

    Wealth Financial Services & Tax Advisory

    Buffalo Grove, IL
    1 day ago
  • $75k - $85k

     ...Position Title: Transportation Planner (2818) Location: Montgomery - Montgomery, IL 60538 Salary: $75,000.00 - $85,000.00 Salary/year Education Level: 4 Year Degree Position type: Full Time Job Shift: 1st... 
    Full time
    Work at office
    Flexible hours
    Shift work

    Carl Buddig

    Hoffman Estates, IL
    20 hours ago
  • Paraplanner / Wealth Management Client Service Associate North Barrington, IL | Hybrid (4 days on-site / 1 day remote) Salary: $65,0...  ...Paraplanner / Wealth Management Client Service Associate to support both advisor relationships and daily operations. This individual will... 
    Work at office
    Remote work
    Flexible hours

    Right Executive Search, LLC

    Barrington, IL
    3 days ago
  • $65k - $85k

    Right Executive Search, LLC is seeking a Paraplanner / Wealth Management Client Service Associate in North Barrington, IL. The role involves supporting advisor relationships and daily operations while contributing to client communications and financial planning. The ideal... 

    Right Executive Search, LLC

    Barrington, IL
    1 day ago
  • $150k

    A boutique talent acquisition firm is seeking a Commercial Portfolio Manager to oversee a bank’s portfolio of business in Schaumburg, IL. The role involves managing commercial loans, conducting financial analysis, and collaborating with loan officers and clients. Ideal...

    The Symicor Group

    Schaumburg, IL
    4 days ago
  • Ripple Foods is seeking a Product Planning Engineer in Schaumburg, IL, to join a strategic product team focusing on advanced manufacturing technologies. This role is pivotal for shaping product strategy and market direction across various industries including aerospace...

    Ripple Foods

    Schaumburg, IL
    3 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a...  ...Protection · Education Funding · Investment & Advisory Services · Trust...  ...and more Certified Financial Planner® licensing support2 Fully...  ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

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

     ...Edward Jones is looking for financial advisors in Glen Ellyn, Illinois, to help clients achieve their long-term financial goals. The role involves building relationships with clients, understanding their needs, and creating tailored strategies. Ideal candidates should... 

    Edward Jones

    Glen Ellyn, IL
    9 hours ago
  • Aegis Worldwide is seeking a Product Planning Engineer to join their team in Schaumburg, Illinois. This role involves conducting market research, analyzing customer data, and working cross-functionally with several departments. The ideal candidate will have over 5 years...
    Worldwide

    Aegis Worldwide

    Schaumburg, IL
    1 day ago
  • $99k - $266k

     .../Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to...  ...of client relationships Success as tax technical business advisor Familiarity with CRM systems Knowledge of automation and... 
    Full time
    H1b

    PwC

    Rosemont, IL
    2 days ago
  • $103k - $135k

    Position SummaryThe SBA Credit Analyst II provides accurate, timely, and succinct credit analysis while ensuring compliance with SBA loan program regulations to support new loan originations and portfolio management of the company’s SBA Lending Division.Duties & ResponsibilitiesResponsible...
    Temporary work
    Work at office
    Local area
    Flexible hours

    Busey-Bank-2

    Schaumburg, IL
    20 hours ago
  • $88k - $92k

    Job Description This role offers a starting range of $88,000 to $92,000 annually. Actual compensation will be based on qualifications such as experience, education, certifications, and skills, as well as geographic considerations. Responsibilities Collect accounts in a...

    INX International Ink

    Schaumburg, IL
    4 days ago

Do you want to receive more vacancies?

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