- US Bank (Elmhurst, IL)
- …to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6 (or Series 7 ) and Series 63 (or ... you excel at-all from Day One. **Job Description** Premier Client Relationship Consultants complete all duties of a ...- Required to obtain FINRA Securities Industry Essentials (SIE), Series 6, and Series 63 within six… more
- Neuberger Berman (IL)
- The RIA Client Advisor is responsible for furthering the growth of...contribute to the building of a nascent business + Series 7 , 63/65 or Series ... include Chicago, Detroit, Minneapolis, Milwaukee, and Columbus. The RIA Client Advisor must possess excellent interpersonal, organizational, and communication… more
- Bank of America (Chicago, IL)
- Private Client Advisor II Chicago, Illinois **To proceed with your...on the team and within the business community * Series 7 , 63 and 65 (or Series ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Private- Client -Advisor-II\_25022019-2) **Job Description:** At Bank of America, we are… more
- Charles Schwab (Chicago, IL)
- …licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If ... employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability...7 and 63/66 licenses + Ability to handle client needs with tact and diplomacy + Outstanding written… more
- JPMorgan Chase (Chicago, IL)
- …or equivalent experience + Minimum 3 years of client service experience + FINRA Series 7 and Series 63 licenses required (or must obtain within 180 ... The Client Service Associate is the primary point of...deposit account service-related needs of a JP Morgan Advisor's client . This role is responsible for establishing, maintaining, and… more
- JPMorgan Chase (Chicago, IL)
- …resources + Required have or be able to obtain within the first 120 days Series 7 ; Series 63 (or 66) **Preferred qualifications, capabilities and skills** ... world. **Job Summary** As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team,...plans to grow territory sales.** + **Prepare and deliver client presentations in partnership with Bankers from Initial thru… more
- Thrivent Financial (Crete, IL)
- …finance related field + Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as ... financial planning and development of financial strategies unique to each client . Thrivent Financial is the nation's largest fraternal benefit organization which… more
- JPMorgan Chase (Wilmette, IL)
- …+ 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 ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- JPMorgan Chase (Woodridge, IL)
- …+ 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 ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- US Bank (Glen Ellyn, IL)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more