Wealth Client Investment Associate
JP Morgan Chase
J.P. Morgan Wealth Management in Oak Park, IL seeks a Private Client Investment Associate to deliver exceptional client service and support to Private Client Advisors. The role focuses on account openings, money movement, investment trades, and wealth planning assistance while upholding risk management and regulatory compliance. The position requires active securities licenses (Series 7, SIE, Series 66 or 63/65) and Life/Health licenses within 120 days, with base pay aligned to Oak Park #J-18808-Ljbffr JP Morgan Chase
$26.93 - $37.02 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Oak Park, IL Oak Park, IL, United States Job Information Job Identification 210789946 Job Category Banking Associates Business Unit Consumer & Community Banking Posting Date 09/10/2026, 06:14 PM...SuggestedFull time- J.P. Morgan Chase in Chicago, IL is seeking a Private Client Investment Associate to provide client service, operational support, and wealth planning assistance to Private Client Advisors within Wealth Management. The role interfaces with clients and advisors to deliver...Suggested
- ...J.P. Morgan Advisors in Chicago seeks a Senior Client Associate to deliver wealth management support to ultra-high-net-worth clients, partnering... ...account maintenance, and client communications, coordinate investments, and support regulatory and firm policies. The role...Suggested
$25 - $45 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$80k - $100k
...Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning... ...grow their businesses and help their clients achieve their financial vision.... ...families. The Senior Client Service Associate serves as a trusted partner to both...SuggestedPermanent employmentWork at officeLocal areaWork from homeHome office1 day per week- Beacon Hill is seeking a Client Service Associate in Chicago to join its wealth management team. The role focuses on delivering exceptional client service while supporting the operational side of the business. With 2+ years of experience in wealth management or related...
$140k - $170k
...hundreds? Job Title: Senior Wealth Advisor - Chicago Position Overview... ...members through complex investment, tax and estate planning decisions... ...their related entities Run client meetings and presentations,... ...develop junior advisors and associates Analyze trusts, business agreements...Work at office$106.25k - $141.65k
...Wealth Advisor At Midland States Bank, base salary is one component of our Total Rewards program... ...Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial...Contract workTemporary workWork at officeImmediate startFlexible hours$131.67k - $160.93k
...individual and/or trust account assets and investment relationships consistent with the... ...and strategies of the company and/or the client. Strong focus on managing client account... ...retaining client relationships for Private Wealth Management (PWM).Basic QualificationsBachelor...Full timeLocal area- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
$60k - $96k
...Investment Management SpecialistMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Work at officeWork from homeDay shift$140k - $170k
...cases. Job Title: Senior Wealth Advisor - Chicago Compensation... ...be a lead advisor to family clients of a private, multi-... ...coordinating planning across investments, taxes and estates. What You... ...develop junior advisors and associates What You Bring Senior Wealth...Work at office- ...Investment Professional At JPMorgan Chase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As an Investment Professional...Work at officeLocal areaRemote workMonday to Friday3 days per week
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Work at officeWork from homeShift workDay shift
$100k - $230k
...United StatesPosted: 2026-11-02Asset and Wealth Management Divisional OverviewA career... ...Wealth Management is an opportunity to help clients across the globe realize their potential... ...can expect to participate in exciting investment opportunities while collaborating with...Full timeTemporary workPart time$102k - $208k
...Description Summary The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for... .../sales/relationship management experience in banking, investment management, or insurance products and services for high...Work at officeRemote workWork from homeFlexible hours$114.5k - $194.7k
...Trust As a global leader in innovative wealth management, asset servicing, asset... ...we call partners, and to provide to our clients and the communities we serve worldwide.... ...presentations and marketing materials Mentor Associate Wealth Advisors and share P&C expertise...H1bLocal areaWorldwideFlexible hours$200k - $225k
...Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-... ...build an enduring practice around the clients you are most passionate about serving.... ...financial planning, tax and estate planning, investment management, and asset allocation — with...Work at office$113k - $225k
...role: CLA is looking to hire a Senior Wealth Advisor to work in our Oak Brook, IL... ...personal financial plan and spanning a client’s financial and tax needs. Senior Wealth... ...Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and...Shift work- ...To: Prospective Candidates From: 56 Maple, Family Office and Investment Team Subject: Job Description – Senior Investment Associate and Portfolio Manager 56 Maple Born out of wealth accumulated through real estate and operating businesses, 56 Maple is a Chicago...Full timeWork at officeFlexible hours
- ...PrairieView Wealth & Tax Advisors is a registered investment advisor with a tax practice built into the same firm. Clients get planning, investment management, and tax work from one team... ...produce. As the office grows and Associate and Junior advisors come in behind you...Full timeWork at office
- ...empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust...Full timeWork at office
$177.65k - $261.25k
...cutting-edge trading, clearing and investment solutions to market... ...Financial Advisor (FA), and broader Wealth Management channel across the... ...States. This is a senior, client-facing sales role within the... ...your communities Some of our associates’ favorite benefits and perks...Full timeWork at officeImmediate start$70k - $92.5k
...inclusive environment, and our associates dedicate thousands of hours... ...top of the base pay. The Wealth Solutions Advisor at Empower... ...follow up appropriately with clients in the processes of bringing... ...depth understanding of retail investment vehicles and qualified retirement...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hours$100k - $160k
...General Overview We are seeking an experienced Wealth Advisor to manage and grow relationships with high-net-wroth clients. This individual will act as a trusted... ...Advisor will develop and implement goals-based investment and financial planning strategies while...$150k - $220k
...comprehensive financial planning and investment management services to... ...are committed to helping our clients achieve their financial goals... ...meetings throughout the wealth planning process to identify... ...Provide training and mentorship to associates across the wealth advisory...Local areaRemote workFlexible hours$90k - $100k
...you passionate about helping clients achieve their financial goals... ...build and manage a holistic wealth management practice. You'll provide... ...financial planning, investment management solutions, and risk... ...including hair texture or hairstyles associated with race), religion, color,...Temporary workLocal areaFlexible hours$155.6k - $306.8k
Position Summary As a Manager in Investment and Wealth Management, you will help... ...Turnkey Asset Management Platforms (TAMPs), client reporting, planning tools, and digital... ...the applicable geographic differential associated with the location at which the position...Local areaVisa sponsorship$147.42k - $180.18k
...-from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams... ...clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placementLocal area
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