J.P. Morgan Wealth Management - Private Client Advisor Milwaukee and Central Park Branch (Bilingual in English and Spanish required) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor Milwaukee and Central Park Branch (Bilingual in English and Spanish required)Chicago, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Edwardsville, IL (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edwardsville, IL (including surrounding areas)Edwardsville, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Eastern Suburbs of St Louis, MO (including Illinois area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Eastern Suburbs of St Louis, MO (including Illinois area)Alton, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Glenview, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Glenview, ILGlenview, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Highland Park, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Highland Park, ILHighland Park, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - LOOP JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - LOOPChicago, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Skokie, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Skokie, ILSkokie, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Streeterville Branch, Chicago, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Streeterville Branch, Chicago, ILChicago, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Rockford, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rockford, ILRockford, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Relationship Manager-Wealth Management Officer MidAmerica National BankRelationship Manager-Wealth Management OfficerCanton, ILFull timePrincipal Duties and Responsibilities:Serving as the primary relationship manager and account administrator for personal trusts, estates, guardianships, and agency accounts, including complex and high-value client relationshipsAdministering accounts in accordance with trust documents, state statutes, regulatory requirements, and client objectives, including asset valuation, investment objectives, liquidity needs, and fee and income accuracyWith the support of the Investment Team, directing investment activity for assigned trust and wealth management accounts, including the purchase and sale of investment securitiesGrowing the portfolio of clients and assets under management through intentional prospecting effortsOverseeing bill payments, income distributions, and discretionary distribution requests in an accurate and timely mannerCommunicating proactively with clients and collaborating with internal and external professionals to address complex or sensitive account mattersIdentifying opportunities to expand client relationships through referrals and cross-selling of additional bank products and servicesQualifications and Requirements:Bachelor's degree in Business, Finance, or a related field, or equivalent work experience, preferredMinimum of five years of progressively responsible experience in trust administration, wealth management, or a related financial services roleStrong knowledge of fiduciary principles, investments, and trust accountingExcellent written and verbal communication skills with a strong customer service orientationAbility to exercise sound judgment, maintain confidentiality, and manage sensitive client situations with professionalismCTFA, AAMS®, and/or CFP® designation preferred or willingness to obtainProficiency with Windows-based and financial software applicationsMidAmerica National Bank offers a competitive compensation and benefits package, along with the opportunity to grow your career within a stable, relationship-focused community banking environment. JOIN A GROWING MIDAMERICA NATIONAL BANK!MidAmerica National Bank, a locally owned community bank serving central Illinois since 1933, is seeking a qualified professional to join our Trust & Wealth Management Department as a Relationship Manager – Wealth Management Officer.
J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth Client SpecialistChicago, ILYou will address clients' wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell wealth management services, and ensure we have a holistic view of clients' wealth and planning needs. This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across JP Morgan Wealth Management.
Director, Wealth Busey BankDirector, WealthGlenview, Illinois$155,000–$215,000 / yearAbility to: • Plan and implement client recognition and prospecting events at the team level• Participate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brand• Comply with, and stay informed of, all Bank and Wealth Management policies and procedures as well as applicable state and federal regulations• Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion• Make strategic and independent decisions for the benefit of the team• Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations• Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required• Education and Training: Bachelor’s degree required. Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prospective clients through a robust growth program; ensuring client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships.
J.P. Morgan Wealth Management - Private Client Advisor - Glenview, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Glenview, ILGlenview, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Wells, Chicago, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North Wells, Chicago, ILChicago, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - McHenry and Wauconda, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - McHenry and Wauconda, ILMchenry, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Evanston, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Evanston, ILEvanston, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Lake Zurich, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lake Zurich, ILLake Zurich, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Winnetka, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Winnetka, ILWinnetka, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Norridge, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Norridge, ILNorridge, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Deerfield, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Deerfield, ILDeerfield, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.