JobotNewSenior Wealth Advisor JobotSenior Wealth AdvisorOakbrook Terrace, IL$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
JobotNewHNW Tax Manager (Hybrid) JobotHNW Tax Manager (Hybrid)Prairie View, IL$125,000–$160,000 / yearRecognized as one of the Best Places to Work for 10 consecutive years by Accounting Today, a Best Place to Work in Chicago by Crain's Chicago Business, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine. The firm's services are divided into six areas - tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory - each designed to meet clients' current needs and help achieve financial success in the future.
Supernova TechnologyNewSenior Manager, Loan Operations Supernova TechnologySenior Manager, Loan OperationsChicago, IL$120,000–$175,000 / yearExperience with securities-based lending or other collateralized lending products strongly preferred Qualifications and Skills Demonstrated success improving processes and building scale through workflow redesign, automation, and technology implementation Strong data orientation, with experience using metrics and reporting to manage performance and identify risks and opportunities Proven ability to strengthen controls and reduce errors, fraud risk, and operational failures Experience working with external funding partners and distribution partners to improve process execution and resolve issues Strong people leadership, coaching, and performance management experience Strong problem-solving skills, especially in transaction processing, loan accounting, and operational issue resolution Effective written, verbal, and interpersonal communication skills Financial industry knowledge of investment securities; experience working with advisors and clients preferred Experience with FIS a plus Our Employee Benefits. Form, execute, and communicate new ideas that add value to our employees and customersStrive through obstacles and failuresFollow-through on promises or commitments to others, accept responsibility, and answer for actions & decisionsListen to, understand, and support our employees and customersAct with speed, positive attitude, and flexibilityExceed expectations and surpass ourselves every day; we embrace a sense of pride and never stop growingJoin us and make an impact while growing your career at Supernova!
JobotNewSenior Tax Manager, Passthroughs - REMOTE JobotSenior Tax Manager, Passthroughs - REMOTEChicago, ILRemote$140,000–$170,000 / yearWe serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
American Community Bank & TrustNewOperations Manager (Registered) American Community Bank & TrustOperations Manager (Registered)Crystal Lake, IL$70,000–$90,000 / yearThe American Community Wealth Management (ACWM) Operations Manager leads process improvement and provides effective, efficient and consistent administrative, client service, operational, and compliance support to the wealth management department. The role is structured to deliver a high-quality client experience while ensuring operational accuracy, regulatory adherence, and internal process discipline and improvement.
Wintrust FinancialNewSenior Commercial Real Estate Banker - VP/SVP Wintrust FinancialSenior Commercial Real Estate Banker - VP/SVPWillowbrook, IL$117,000–$190,000We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services.
GreenState Credit UnionNewBilingual Member Service Representative GreenState Credit UnionBilingual Member Service RepresentativeAddison, IL$19.47–$22.76 / hourPerforms member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served.
Gables Search GroupNewSenior Financial Analyst -Technical Accounting Gables Search GroupSenior Financial Analyst -Technical AccountingChicago, IL$90,000–$95,000Typical scenario: A business unit launches a new product or signs a contract → accounting treatment isn’t clearly defined → you determine the appropriate GAAP treatment. Join a Technical Accounting / Accounting Policy function supporting a diversified financial services platform (wealth management, leasing, banking, mortgage).
Chicago Division- USHAAccount Manager - Sales Chicago Division- USHAAccount Manager - SalesDes Plaines, ILRemote$80,000–$110,000 / yearAccount Manager position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.
Chicago Division - USHAAccount Manager - Sales Chicago Division - USHAAccount Manager - SalesOakbrook Terrace, ILRemote$80,000–$110,000 / yearAccount Manager position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Pharm Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates Leasing and Loan Services. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.
JobotTransitions Manager - (travel / remote) - wealth management JobotTransitions Manager - (travel / remote) - wealth managementSchiller Park, ILRemote$90,000–$115,000Full timeInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.
Professions IncFinancial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerGlen Ellyn, ILConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Northern TrustSr. Account Manager, Wealth Management Advisory Northern TrustSr. Account Manager, Wealth Management AdvisoryOakbrook Terrace, ILFull timeAssists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. Under general supervision (but works independently most of the time), the Account Manager will be responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerRosemont, IL$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Grant Thornton LLPPrivate Wealth Services Tax Manager Grant Thornton LLPPrivate Wealth Services Tax ManagerChicago, IL$120,000–$180,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerChicago, ILFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Equitable Financial Life Insurance CompanyWealth Management Associate - Retirement Benefits Group - IL, Oak Brook (5185) Equitable Financial Life Insurance CompanyWealth Management Associate - Retirement Benefits Group - IL, Oak Brook (5185)oak brook, IL404114true404114falseSubmission for the position Wealth Management Associate - Retirement Benefits Group - IL Oak Brook 5185 - Job Number 250000B8false404114falsetrueWealth Management Associate - Retirement Benefits Group - IL Oak Brook 5185250000B8UNITED STATES-IL-Oak brookUNITED STATES-IL-Oak brookEquitable AdvisorsEquitable Advisors Join Equitable Advisors A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while carving out your unique career path At Equitable Advisors a leader in the wealth management industry we embrace the power of positive impact particularly for individuals who build and support our communities. Enjoy the flexibility to design your own work-life balance and champion limitless income potential Role Highlights Join Equitable Advisors A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while carving out your unique career path At Equitable Advisors a leader in the wealth management industry we embrace the power of positive impact particularly for individuals who build and support our communities.
The Goldman Sachs Group IncAsset & Wealth Management, Marketing: Head of US Institutional Marketing, Vice President The Goldman Sachs Group IncAsset & Wealth Management, Marketing: Head of US Institutional Marketing, Vice PresidentChicago, IL$125,000–$250,000 / yearThe Vice President will partner with client-facing business leaders, product strategy, investment teams and broader AM Marketing teams to identify and harness the top commercial priorities and translate them into full-funnel plans, fueling our business growth objectives with this critical segment. Client research: Partner with AM brand marketing, institutional and insurance business leaders to track, manage and analyze client research to determine how AM is perceived by our institutional and insurance clients and identify which perceptions need to be addressed to enable the business to move forward.
The Goldman Sachs Group IncAsset & Wealth Management, Defined Contribution/Retirement Consultant Relations (Northeast/Southeast/Midwest Territory), Vice President The Goldman Sachs Group IncAsset & Wealth Management, Defined Contribution/Retirement Consultant Relations (Northeast/Southeast/Midwest Territory), Vice PresidentChicago, ILAs part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Organize research meetings, due diligence reviews, and presentations between dedicated DC investment consultants and GS Research, track and summarize progress with investment consultants, including: • RFI/RFP inclusion, sales opportunities, ratings (informal and formal), and DC market trends.
Equitable Financial Life Insurance CompanyWealth Management Associate - IL, Oak Brook (5183) Equitable Financial Life Insurance CompanyWealth Management Associate - IL, Oak Brook (5183)oak brook, IL403834true403834falseSubmission for the position Wealth Management Associate - IL Oak Brook 5183 - Job Number 250000AVfalse403834falsetrueWealth Management Associate - IL Oak Brook 5183250000AVUNITED STATES-IL-Oak brookUNITED STATES-IL-Oak brookEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
WtwNewSales Director, Wealth WtwSales Director, WealthChicago, IL$200,000–$250,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). The Sales Director will originate, develop, and close new business opportunities, while working closely with investment specialists, research teams, product leaders, and broader US Investments sales and client management colleagues.
JPMorgan Chase Bank, N.A.Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate JPMorgan Chase Bank, N.A.Asset Management - Private Wealth Alternatives Internal Client Advisor - AssociateChicago, ILFull timeAs a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. Cultivating and managing client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and managing clients/prospects through the sales cycle, resulting in closed alternatives business.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Business Development Consultant- Chicago, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Business Development Consultant- Chicago, ILChicago, ILBachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services Proven track record of managing complex projects and cross-functional teams Strong organizational, analytical, and problem-solving skills Excellent communication, presentation and stakeholder management abilities Knowledge of financial products, services, and regulatory requirements Experience in coaching Advisors or a sales team Travel required 50% of the time. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions We also offer a range of benefits and programs to meet employee needs, based on eligibility These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more Additional details about total compensation and benefits will be provided during the hiring process.
JPMorgan Chase & CoJ.P. Morgan Wealth Managment - Market Director of Wealth, Chicago, IL JPMorgan Chase & CoJ.P. Morgan Wealth Managment - Market Director of Wealth, 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.
Northern TrustResearch Associate - Wealth Management Portfolio Research Northern TrustResearch Associate - Wealth Management Portfolio ResearchChicago, ILFull timeNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. The Research Associate is responsible for supporting work related to investment analytics, asset allocation, portfolio construction, manager selection and monitoring, and best practices in portfolio management.
RK PartnersWealth Advisor-New York RK PartnersWealth Advisor-New YorkChicago, IL$115,000–$180,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Northern TrustStrategist, Wealth and Intermediary Client Marketing Northern TrustStrategist, Wealth and Intermediary Client MarketingChicago, ILFull timeReporting to the Head of Client Marketing, this role will act as a player/coach within the team and as an active business partner to this channel leaders as they proactively lead the development, direction and execution of the campaigns and tactics within the overall marketing and communications strategy for the channel as they position and promote our asset management capabilities. Superior promotional and technical writing skills, with the proven ability to write thought provoking headlines and compelling promotional copy that drives engagement, which can be applied flexibly to promotional asset, collateral development or advertising headline copy writing as needed.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Northwest Indiana JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Northwest Indianamunster, INThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, ILChicago, ILThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Chicago, ILchicago, ILThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Chicago Far South JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Chicago Far SouthPalos HeightsThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - DuPage County JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - DuPage Countywoodridge, 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. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wilmette, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wilmette, ILWilmette, ILThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - O''Hare / Cook County, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - O''Hare / Cook County, ILBloomingdale, ILThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central Illinois JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central Illinoislockport, ILThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using 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.
MJT & AssociatesWealth Management Advisor MJT & AssociatesWealth Management AdvisorLombard, ILThis role is ideal for an experienced financial planning professional who enjoys working closely with clients, collaborating with a team, and delivering high-touch service across investments and risk management. You'll play a key role in supporting comprehensive financial plans--roughly 80% investment-focused and 20% risk management--while gaining exposure to advanced planning strategies and long-term career growth.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Chicago Loop, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Chicago Loop, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Skokie, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Skokie, ILSkokie, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wilmette, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wilmette, ILWilmette, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Chicago Cook County Northwest, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Chicago Cook County Northwest, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Naperville / Aurora, IL (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Naperville / Aurora, IL (area)Naperville, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Oak Brook, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Oak Brook, ILOak Brook, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL (Portage Park) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL (Portage Park)Chicago, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Andersonville, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Oak Park, IL (Oak Park Lake) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Oak Park, IL (Oak Park Lake)Oak Park, 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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Rogers Park, Chicago, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Rogers Park, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lincoln Park, Chicago, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lincoln Park, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, Chicago, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Niles, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Niles, ILNiles, 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.