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

Financial Advisor — Wealth Planning & Investment Solutions

$57.5k - $106.5k

Bank of Montreal

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 will have 4-6 years of experience, relevant licenses, and strong skills in communication and analysis. The position offers a streamline of benefits and a competitive salary range of $57,500 to $106,500 based on qualifications. #J-18808-Ljbffr Bank of Montreal

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor — Wealth Planning & Investment Solutions in Schaumburg, IL vacancy
  • $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
  • $57.5k - $106.5k

     ...: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. Determines client... 
    Suggested
    Contract work
    Part time
    Local area

    Bank of Montreal

    Schaumburg, IL
    4 days ago
  •  ...hiring of 250+ experienced Financial Advisors to their platform. Here are...  ...highlights: The average investment revenue of our placed candidates...  ...strategies and product solutions. Conduct solo and joint appointments...  ...clients' best interests. Plan and conduct individual and... 
    Suggested

    Professions

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

     ...Overview Becoming a financial advisor at Northwestern Mutual...  ...goals through financial planning. On your path to...  ...Education Funding · Investment & Advisory Services ·...  ...Services · Retirement Solutions · Business Needs Analysis...  ...Northwestern Mutual Wealth Management Company® (... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Schaumburg, IL
    4 days ago
  • $125k - $175k

     ...Sr. Wealth Advisor- Palatine, IL Welcome to Carson Wealth...  ...guidance on their financial journeys. As a company...  ...embracing innovative solutions and opportunities for...  ...in proven return-on-investment activities. They will...  ...in CRM and Financial Planning software and ability... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    Carson Group Holdings, LLC

    Palatine, IL
    6 days ago
  • $102k - $190k

     ...(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 role combines credit and lending proficiency with investment and planning... 
    Local area
    Shift work

    BMO U.S.

    Barrington, IL
    3 days ago
  •  ...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 of experience,... 

    BMO U.S.

    Barrington, IL
    4 days ago
  • $70k - $80k

     ...provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging...  ...with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Elmhurst, IL
    4 days ago
  • $102k - $190k

     ...Address: 201 S Grove Avenue Job Family Group: Wealth Sales & Service Serves as the primary...  ...wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency... 
    Contract work
    Part time
    Local area
    Shift work

    Bank of Montreal

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

     ...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...  ...bonuses and comprehensive benefits such as health insurance and retirement savings plans. #J-18808-Ljbffr... 

    BMO U.S.

    Schaumburg, IL
    3 days ago
  •  ...U.S. Bank is seeking a Wealth Management Advisor to join their team in Glen Ellyn,...  ...with affluent clients to assess financial needs and provide tailored investment solutions. Candidates should have a...  ...and experience in financial planning. U.S. Bank offers a comprehensive... 
    Flexible hours

    U.S. Bank

    Glen Ellyn, IL
    2 days ago
  •  ...Wealth Financial Services & Tax Advisory Financial Advisor Buffalo Grove, IL·Full time Company website Apply for...  ...providing strategic financial planning, and offering investment guidance in a fiduciary,...  ...innovative financial strategies, solutions and planning that result in... 
    Full time
    Temporary work

    Wealth Financial Services & Tax Advisory

    Buffalo Grove, IL
    20 hours ago
  • $57.5k - $106.5k

     ...Job Overview Provides financial and investment planning and advice in collaboration with team members to deliver comprehensive banking solutions that best serve customers. Supports sales and performance targets for new asset sales, joint appointments, fee‑based sales,... 
    Part time
    Local area

    Bank of Montreal

    Schaumburg, IL
    3 days ago
  •  ...deliver personalized investment solutions to help clients work...  ...toward their long-term financial goals. They should be...  ...creating financial plans and cross-checking work...  ...of an independent advisor—with the benefits of...  ...808-Ljbffr Tri-State Wealth Advisors of Prudential... 

    Tri-State Wealth Advisors of Prudential Advisors

    Wheeling, IL
    3 days ago
  • $70k - $80k

    Bank of America is seeking a skilled financial advisor in Elmhurst, IL. The ideal candidate will provide comprehensive financial...  ...include triaging client leads, constructing financial plans, and recommending investment strategies. The role offers a competitive salary... 

    Bank of America

    Elmhurst, IL
    2 days ago
  •  ...by a common purpose to help make financial lives better through the power of...  ...comprehensive advice and customized solutions to clients to help them achieve their...  ...clients to review financial and investment goals, building a financial plan, and recommending brokerage... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    Des Plaines, IL
    14 days ago
  • $70k - $80k

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

    Bank of America

    Elmhurst, IL
    2 days ago
  • JPMorganChase is seeking a Private Client Advisor in Glen Ellyn, Illinois. In this role, you will provide personalized financial planning and investment solutions to clients. Responsibilities include fostering client relationships, educating clients about digital tools... 

    JPMorganChase

    Glen Ellyn, IL
    4 days ago
  • $80k - $100k

     ...and mission-centered financial services organization?...  ...Trust as a Financial Advisor! At Covenant Trust, you...  ...oneself as a financial solutions provider. We help our...  ...leveraging Covenant Trust’s investment management, trust administration, and gift planning services. Enhance... 

    Covenant Trust Company

    Carol Stream, IL
    4 days ago
  •  ...Wisdom Investments Inc in Hoffman Estates is seeking a Financial Advisor to provide personalized financial planning and investment services. The role offers hybrid work flexibility and involves evaluating clients' financial situations, developing investment strategies... 
    Full time
    Part time

    Wisdom Investments

    Hoffman Estates, IL
    4 days ago
  • $70k - $90k

     ...About Wealth Enhancement Wealth Enhancement is an independent...  ...perfect our craft of personalized financial planning with our team-based...  ...unique financial plans and investment management services to over...  ...for an Associate Financial Advisor. As an AFA, you will work as... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Elk Grove Village, IL
    20 hours ago
  •  ...About World Investment Advisors As part of World Insurance Associates, World Investment...  ...is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals... 
    Work from home
    Flexible hours

    World Insurance Associates LLC

    Barrington, IL
    20 hours ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...goals through financial planning. On your path to becoming a...  ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern... 
    For contractors
    Work at office

    UNAVAILABLE

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

    Job Description Provide comprehensive, customized financial advice and solutions to help clients achieve their financial goals. This includes identifying client needs, building financial plans, recommending investment products, and ensuring compliance with regulatory requirements... 
    Shift work
    Day shift

    Bank of America

    Elmhurst, IL
    2 days ago
  • $121k - $150k

     ...Lead Financial Planner / Service Advisor Lead Financial Planner / Service...  ...Opening A well-established wealth management and financial planning firm is seeking an...  ...and cross-service solutions with existing clients...  ...retirement tracking Develop investment portfolio summaries... 
    Full time

    Together We Talent

    Buffalo Grove, IL
    4 days ago
  • $28.85 - $33.65 per hour

     ...guided by a common purpose to help make financial lives better through the power of...  ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...  ...Bank of America’s core banking, investment solutions and approach to client care.... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Kildeer, Lake County, IL
    3 days ago
  • $75k - $90k

     ...growing Finance team as a Sr. Financial Analyst , where you will...  ...partner. You'll support strategic planning, forecasting, executive...  ...-making, scenario planning, investment decisions, and operational...  ...You are a self-starter with a solution-oriented mindset and the... 
    Full time

    IMO Health

    Rosemont, IL
    3 days ago
  •  ...Position Overview The Senior Financial Analyst is a critical member...  ...a lead owner for financial planning, analysis, and process...  ...initiatives, including capital investment analysis, ROI development,...  ...tomorrow by providing sustainable solutions that power, transmit and... 
    Contract work
    Work at office
    Remote work
    Worldwide
    Monday to Thursday
    2 days per week
    3 days per week

    Regal Rexnord Corp

    Rosemont, IL
    2 days ago
  • $45k - $100k

     ...Join to apply for the Financial Advisor role at TieTalent 3...  ...retirement, building wealth, estate strategies, funding...  ...than any other investment firm, serving over eight...  ...the branch business plan to increase branch...  ...investment and financial solutions to your clients?... 
    Full time
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    TieTalent

    Hanover Park, IL
    4 days ago
  •  ...lead to real opportunity LPL Financial partners with banks to offer a...  ...IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under...  ...look to BMO Bank for financial solutions. This position will offer:... 
    Local area

    LPL Financial Holdings, Inc.

    Schaumburg, IL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor — Wealth Planning & Investment Solutions. Be the first to apply!