Institutional Asset Advisor - Client Solutions
JPMorganChase
JPMorganChase is seeking a professional to manage and expand institutional client relationships. The successful candidate will deliver tailored investment solutions and collaborate with internal teams to enhance client service. They must possess a Bachelor's degree and licenses (Series 7 & 63). Strong communication skills and professionalism are essential for success. Regular travel within Northern Illinois, Northern Indiana, and Southern Wisconsin is required. Competitive compensation and a comprehensive benefits package are offered. #J-18808-Ljbffr JPMorganChase
- J.P. Morgan Asset Management is committed to providing... ...service to our clients and business partners.... ...stronger portfolios, for institutions, intermediaries and individuals... ...: to offer investment solutions designed to achieve... ...Registered Investment Advisors, Private Banks, Trust...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in Merrillville, Indiana. This role provides comprehensive training and support... ...include obtaining industry licenses, managing client relationships, and collaborating with banking teams. Candidates...Suggested
- U.S. Bank is seeking a Client Relationship Consultant 2 in Homewood, IL, to build relationships with customers and provide financial counsel. You will engage clients through various channels and help them with banking needs. The ideal candidate will have retail banking...SuggestedFull time
$17 - $29.75 per hour
...National Bank has been serving clients and communities since 1834.... ...With over $70 billion in total assets, we are a regional powerhouse... ..., and personalized financial solutions for their clients.... ...similar role at another financial institution, including NMLS registered....SuggestedImmediate start- ...digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while... ...and recommend appropriate products, services, and digital solutions. Resolve client inquiries, concerns, and complaints within scope...SuggestedFlexible hoursNight shift
$43.68k - $69.9k
Fifth Third Bank is seeking a Retail Personal Banker II in Glenwood, Illinois. This sales-focused position requires developing customer relationships and promoting a full range of banking products. Candidates should possess a college degree or relevant work experience and...Work experience placement- ...power of every connection. This role is part of the Financial Solutions Advisor Stage I (FSA I) program, which provides world‑class training,... ...120 days of hire, respectively. Develop, acquire, and manage client relationships using a consultative approach to identify needs...Immediate startMonday to FridayShift workDay shift
- ...for a Financial Representative in Merrillville, Indiana. In this role, you will educate clients on risk protection and financial security while providing tailored financial solutions. The ideal candidate must possess a strong work ethic, interpersonal skills, and a high...
- The National Black MBA Association is looking for a Financial Solutions Advisor Stage I in Schererville, Indiana. This role focuses on building client relationships while obtaining essential securities licenses. Key responsibilities include providing comprehensive banking...
- Job Description As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses (SIE, Series 7, Series 66). You will learn fundamental advisory skills, client relationship building, and financial solutions. After licensing, you will work...Work at officeImmediate startMonday to FridayShift workDay shift
- ...looking for a results-oriented Private Wealth Advisor in Crown Point, Indiana. In this role, you'll engage with clients to understand their financial objectives and provide... ...your expertise to offer comprehensive solutions, including investment opportunities and retirement...
$23.19 - $28.35 per hour
...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging... ...deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Builds and fosters...Temporary workLocal area$41.71k - $69k
...advice and guidance regarding financial solutions that are in the best interests of customers... ...small business solutions). Offers clients advice and guidance on available digital... ...to the portfolio to protect the Bank's assets and maintain the quality of the lending...Contract workPart timeLocal areaImmediate startDay shift- ...First Merchants Bank in East Chicago, IN is seeking a Client Relationship Representative to join our Universal Banker team. The role focuses on delivering exceptional customer service, opening deposit accounts, and processing loan applications while guiding clients to...
- Bank of America is looking for a Financial Center Client Representative in Merrillville, Indiana. This position serves as the first point of contact for financial center clients, helping to uncover personal banking needs and connecting them to specialists. The ideal candidate...Flexible hours
$90k - $135k
...professionals who understand the challenges clients face making it well-equipped to help... ...Restructuring (T&R) Strategic Performance Solutions (SPS) Retail Performance... ...process ~ Transactions, including sale of assets or businesses Responsibilities...Full timeWork experience placementLocal area- ...Investment Executive (Financial Advisor) Make banking a Fifth Third better We connect... ...retail bankers. May handle large book of clients with more complex financial profiles. Accountable... ...on investment strategies and product solutions. Conduct solo and joint appointments...
$120k - $185k
...who understand the challenges clients face making it well-equipped... ...) Strategic Performance Solutions (SPS) Retail Performance... ...Transactions, including sale of assets or businesses... ...become a trusted and reputable advisor Qualifications: ~...Full timeWork experience placementLocal area- PNC is looking for a Relationship Manager I - Business Banker to provide cash flow solutions to businesses. This role will manage client relationships, with a focus on growing sales while ensuring compliance with risks. Candidates must have a Bachelor's degree and relevant...Work at office
- ...Merrill Advisor Development Program - Financial Advisor: Chicago... ...individuals, companies, and institutions. Merrill Wealth Management is... ...Advisors and Wealth Management Client Associates help clients pursue... ...executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...a Relationship Manager I - Business Banker in East Chicago, Indiana. This role focuses on delivering cash flow solutions to businesses while fostering client relationships in a dynamic environment. With responsibilities including managing client relationships and assessing...
$50k - $125k
Edward Jones is inviting applicants to join as a financial advisor, where you will build your own practice supported by regional and home office teams. This position emphasizes forming client relationships through various networking strategies and understanding their needs...Home office- ...do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your...Work at officeImmediate startMonday to FridayShift workDay shift
- Bank of America is seeking a motivated individual to engage clients and assist with transactions. This role requires a focus on clients' financial needs and a commitment to delivering an exceptional experience while adhering to guidelines. Ideal candidates will possess...
$80k - $90k
...services for individuals, companies, and institutions. We specialize in goal‑based... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ..., and executing highly customized solutions to meet client needs Recommending...Temporary workInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...engineering, and construction firm that safely delivers clients across North America the highest quality solutions on time, on budget, and above and beyond... ...efficient solutions for industrial, commercial, institutional, and residential related building projects. The Role...For contractorsFor subcontractorFlexible hours
- ...Summary Our client is a leading construction manufacturer specializing in wire mesh partition and security mesh solutions and is seeking an experienced Senior Estimator to drive new business growth, manage the full bid lifecycle, and maintain strong relationships...For contractorsWork at office
- ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes...Work at officeFlexible hoursShift workWeekend workDay shift
$17 - $27.5 per hour
...personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing...- ...teams, collaborating and generating solutions for current and perspective clients within the Bank. As a deal... ...& Risk Management Protect Bank’s assets and maintain quality of portfolio... ...Time: Communicate with customers, advisors and managers regarding banking transactions...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Institutional Asset Advisor - Client Solutions. Be the first to apply!

