• Asset Management - Internal Client Advisor…

    JPMorgan Chase (Chicago, IL)
    …record of success in performance related to academics and work history + Bachelor's degree + Series 7 ; Series 63 needed (All Licensing is required within 90 ... one of the firm's top strategic priorities. **Job Summary** As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you… more
    JPMorgan Chase (08/08/25)
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  • Client Relationship Specialist

    Robert Half Finance & Accounting (Chicago, IL)
    …Requirements: + Bachelor's degree + Minimum of 4+ years relevant experience + FINRA Series 7 and 66 licenses strongly preferred + Familiarity with estates ... to promote from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated… more
    Robert Half Finance & Accounting (08/08/25)
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  • Registered Client Associate

    Wells Fargo (Chicago, IL)
    …education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the… more
    Wells Fargo (07/31/25)
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  • Investment Services Client Representative

    Kestra Financial (Deerfield, IL)
    …internal partners and influence others without direct control + Smartoffice CRM knowledge a plus + Series 6 and 63 or 7 and 65/66, or ability to obtain within a ... planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term… more
    Kestra Financial (06/09/25)
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  • Capital Markets Managing Director I-Sales (IC)(F)

    PNC (Chicago, IL)
    …and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment. ... specific product(s) or transaction(s) and managing and developing select client relationships. Provides superior client experience. Ensures...Derivatives - SIE, Series 7 and 63 within 120 days… more
    PNC (06/11/25)
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  • Private Client Banker - Clavey and US 41…

    JPMorgan Chase (Highland Park, IL)
    …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures,… more
    JPMorgan Chase (08/08/25)
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  • Merrill Market Supervision Manager

    Bank of America (Chicago, IL)
    …ensuring alignment with the bank's enterprise risk appetite **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM)... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
    Bank of America (05/28/25)
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  • Financial Solutions Advisor - Registration…

    Bank of America (Naperville, IL)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... be an advisor - from acquiring, building, and managing client relationships to considering a client 's complex...appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
    Bank of America (08/02/25)
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  • Financial Solutions Advisor - Registration…

    Bank of America (Lake Forest, IL)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
    Bank of America (07/24/25)
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  • Market Supervision Manager

    Bank of America (Northbrook, IL)
    …ensuring alignment with the bank's enterprise risk appetite **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
    Bank of America (06/26/25)
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