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Wealth Planning Support Specialist

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: BMO
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 57500 - 106500 USD Yearly USD 57500.00 106500.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Chicago is seeking a Wealth Advisor Support Specialist. In this role, you will oversee client proposals and identify business development opportunities. You will need substantial experience in financial planning and wealth management, along with exceptional communication and analytical skills. The role ensures excellent client servicing and requires a collaborative mindset to work effectively with both clients and internal stakeholders.

Salary ranges from $57,500 to $106,500 depending on experience.
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