Senior Client Advisor - UHNW Wealth Management
JP Morgan Chase
J.P. Morgan Advisors in Chicago, IL, is seeking a Senior Client Associate to support Wealth Advisors and deliver high-quality client service. You’ll manage onboarding, account maintenance, and investment activity while collaborating with a team of advisors in a fast-paced environment. The role requires a Bachelor’s degree, Series 7 & 66 or progression, and strong communication skills. Proficiency in Word, PowerPoint, and Excel is expected. Visa sponsorship is not available at this time. #J-18808-Ljbffr JP Morgan Chase
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Advisor - UHNW Wealth Management in Chicago, IL vacancy
- ...Senior Private Wealth Advisor | Single Family Office | Chicago | Hybrid An established... ...with multigenerational UHNW families, execute... ...financial planning strategies and manage advisory team members. Based... ...recommendations • Lead client discussions, explain complex...SeniorFull timeWork at officeRemote work
ECG Resources, Inc.
Chicago, IL1 day ago - ...Senior Wealth Advisor / Partner Multiple Markets | Growth Opportunities Available... .... Own Your Future. Our client is a well-established, multi... ...-dollar independent wealth management firm seeking experienced... ...relationships with affluent, HNW, or UHNW clients ~ Demonstrated...SeniorFull timeFlexible hours
Next Level Recruiting, LLC
Chicago, IL3 days ago $164.6k - $288k
...global leader in innovative wealth management, asset servicing, asset... ...partners, and to provide to our clients and the communities we... ...and exceptional service. SENIOR TRUST/FIDUCIARY ADVISOR, WEALTH MANAGEMENTOH: R162... ...and ultra-high net worth (UHNW) client relationships and...SeniorFull timeWork experience placementH1bWorldwideFlexible hoursNorthern Trust
Chicago, IL4 days ago- ...independent investment and wealth management firm built to serve a select... ...8 billion for more than 125 client families as of December 31,... ...incentives, or hidden fees, allowing advisors to focus entirely on client... .... Your Impact As a Senior Client Advisor at Gresham,...SeniorTemporary workWork at office3 days per week
Gresham Partners LLC
Chicago, IL1 day ago $103k - $175.2k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...we call partners, and to provide to our clients and the communities we serve worldwide.... ...leading technology and exceptional service. Senior Client Solutions Consultant Job...SeniorFull timeH1bWork at officeWorldwideFlexible hoursNorthern Trust
Chicago, IL3 days ago$150k
14B+ AUM Independent Wealth Management Firm Chicago, IL Overview Dynamic, fast-growing 14B+ Independent RIA is seekinga Senior Wealth Manager in Sarasota to advise clients with regards to comprehensive wealth management, including tax and estate planning,...SeniorFull timeLeah Yosef International
Chicago, IL2 days ago- ...Inspira Financial seeks a Sr. Manager, Product Management to lead the product vision for Retirement & Wealth initiatives. You will partner with engineers, designers, architects, and business leaders to deliver customer-delighting, revenue-driving experiences from concept...Senior
Inspira Financial
Oak Brook, IL21 hours ago $250k
...Senior Wealth Management Advisor - Chicago, Illinois ,Full Time (MK) Job Description Industry: Financial Services - Investment Banking Job... ...institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial...SeniorFull timeRelocation packageCentral Business Solutions, Inc
Chicago, IL3 days ago- ...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 rather than three... ...opportunity We are hiring one Senior Wealth Advisor for our Chicago...SeniorFull timeWork at office
PrairieView Wealth & Tax Advisors
Chicago, IL2 days ago - ...Northern Trust seeks a Senior Legal Counsel for Trust & Advisory/Wealth Management Legal to advise on trusts, estates, guardianship and transfer taxes. The role involves reviewing fiduciary documents, providing legal counsel to Wealth Management, and supporting risk and...Senior
- Inspira Financial is seeking a Senior Manager, Product Management to lead the vision and delivery for Retirement & Wealth initiatives. This role partners with engineers, designers, architects and business leaders to craft simpler, valuable experiences that drive revenue...Senior
- Inspira Financial is seeking a Sr. Manager, Product Management (Remote) to lead the vision and delivery of Retirement & Wealth initiatives, partnering with engineers, designers, and business leaders to create simpler, value-driven product experiences. You will own 1-3 year...SeniorRemote job
- Northern Trust in Chicago seeks a Senior Wealth Advisor to act as a technical expert for high-net-worth clients, partnering with local and national teams to design goals... ...based wealth plans that integrate investment management, banking, wealth transfer and tax efficiency....SeniorLocal area
- Wintrust Financial Corp is seeking a senior level banker to join the Wealth Services team. You will cultivate and strengthen relationships with high-net-worth clients, delivering integrated banking, lending, and wealth management solutions through collaboration with internal...Senior
- Inspira Financial Trust, LLC is seeking a Sr. Manager, Product Management to lead the vision and delivery of Retirement & Wealth initiatives within the Digital Product Development Organization. This role partners with engineers, designers, architects and business leaders...Senior
- Inspira Financial in Oak Brook, IL seeks a Senior Director, Marketing-R&W to build and lead an integrated Retirement & Wealth marketing organization, translating business priorities into strategies for financial institutions, intermediaries, and individual account holders...Senior
- Focus Partners Wealth in the Chicago area seeks a Wealth Strategist... ...for ultra-high-net-worth clients. You will structure sophisticated... ...in coordination with advisors and specialists. You will collaborate... ...with advisory teams, manage confidential client information...Senior
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and wealth management, including...SeniorFull timeH1bPwC
Chicago, IL4 days ago$164.6k - $288k
...TrustAs a global leader in innovative wealth management, asset servicing, asset... ...partners, and to provide to our clients and the communities we serve worldwide... .... Job DescriptionSENIOR WEALTH ADVISOR, WEALTH MANAGEMENTOH: R161517The Senior Wealth Advisor acts as a...SeniorFull timeH1bLocal areaWorldwideFlexible hoursNorthern Trust
Chicago, IL3 days ago$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients on tax planning, compliance, and...SeniorFull timeH1bPwC
Chicago, IL21 hours ago$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...& SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them...SeniorFull timeH1bPwC
Chicago, IL21 hours ago$31 - $38 per hour
...Wealth Management And Trust Assistant AdministratorDevon Bank is a mission-driven community bank with over 80 years of service... ...provides administrative, operational, and client service support to Wealth Advisors and the Trust Department. This role helps ensure an...SeniorHourly payTemporary workWork at officeDevon Bank
Chicago, IL4 days ago- ....P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
Testing Site - JPMC
Norridge, IL2 days ago - ...opportunity in Chicago market (open to relocation in surrounding markets)- Join a growing Wealth Management team as the primary relationship lead for high-net-worth clients. Client Advisor / Wealth Management Advisor opportunity in Chicago with a top, award-winning...Immediate startRelocation
Financial Recruiters International
Chicago, IL3 days ago $205.7k - $360.1k
...Trust As a global leader in innovative wealth management, asset servicing, asset management and... ...call partners, and to provide to our clients and the communities we serve worldwide.... ...technology and exceptional service. SENIOR BANKING DIRECTOR, WEALTH MANAGEMENT NATIONAL...SeniorH1bLocal areaWorldwideFlexible hours001 The Northern Trust Company
Chicago, IL9 hours ago$110.7k - $218.3k
...Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte... ...Regulatory, Risk & Forensic team helps client leaders translate multifaceted... ...administration, financial advisor support, recordkeeping, client...SeniorWork at officeNight shiftDeloitte
Chicago, IL2 days ago$120k - $150k
...doing what’s right for our clients.At CIBC, we embrace your... ...'ll be doingThe Private Wealth Audit team provides independent... ...of the Private Wealth Management portfolio, including... ...companies, registered investment advisors, and personal banking. As a Senior Audit Manager, you'll...SeniorFull timeRemote workShift work2 days per weekCIBC Bank
Chicago, IL2 days ago$200k - $250k
...Senior Market Leader Blue Owl is a leading asset manager that is redefining alternatives. With over $319 billion... ...drive the firm's Private Wealth capital-raising and ongoing client relationship efforts across Registered Investment Advisors (RIAs) in the Midwest market...SeniorPermanent employmentTemporary workFlexible hours$100k - $115k
...doing what’s right for our clients.At CIBC, we embrace... ...choice for top talent. As a Senior Talent Acquisition... ...will support the Private Wealth and Private Banking... ...have the flexibility to manage your work activities within... ...- As a trusted talent advisor, build and maintain...SeniorFull timeRemote work3 days per week1 day per weekCIBC Bank
Chicago, IL4 days ago$100k - $220k
...Address:320 S Canal StreetJob Family Group:TechnologyPlease note: Wealth Management Experience is a MUSTDrives the overall software development... ...progress, risks, dependencies, and recommendations to senior leadership.Manage vendor relationships and third-party technology...SeniorFull timeContract workPart timeLocal areaBMO Bank
Chicago, IL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Advisor - UHNW Wealth Management. Be the first to apply!
Related searches
- social service representative Chicago, IL
- online customer service representative Chicago, IL
- customer service representative remote Chicago, IL
- client solutions specialist Chicago, IL
- patient services representative Chicago, IL
- airline customer service agent Chicago, IL
- insurance customer service advisor Chicago, IL
- hospital customer service representative Chicago, IL
- customer solutions specialist Chicago, IL
- remote customer service advisor Chicago, IL