Senior Client Advisor – Banking & Investments

BMO U.S. in Libertyville, IL is seeking a Financial Advisor to act as the primary contact for clients, uncover financial needs, and deliver holistic banking and investment solutions. You will collaborate with partners to grow assets under management, acquire new clients, and promote digital platforms. The role emphasizes regulatory compliance, licensing requirements, and a consultative sales approach to include retirement plans, insurance, and investment products.