Senior Advisor Concierge for Wealth Management
JPMorgan Chase & Co.
JPMorgan Chase & Co. in Chicago is seeking an Advisor Concierge for the JPMorgan Advisors division to deliver white-glove service to financial advisors and act as the single point of contact across JPMA products and services. You will collaborate with Investments, Banking, Lending and Wealth Planning specialists, troubleshoot issues, and partner with local branch leadership to enhance the advisor experience and drive practical solutions. #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorganChase's Advisor Concierge role focuses on delivering white-glove service as the dedicated contact for advisors in a given location... ...candidates bring a Bachelor's degree and 3+ years in wealth management, with strong communication and teamwork skills to support...Senior
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ..., and learning how to manage and inspire others. Navigating... ...way as technology-enabled tax advisors who provide benefits through... ...increased efficiencies. As a Senior Associate you analyze complex...SeniorFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...& SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...SeniorFull timeH1b- Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-generational families. The... ...focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on...Senior
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ....Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver...SeniorFull timeWork experience placementWork at office
- Central Business Solutions, Inc in Chicago, IL seeks a Senior Wealth Management Advisor to join our high-net-worth practice. This full-time role offers extraordinary financial potential and requires a strong track record in investment sales and client relationship management...SeniorFull timeLocal areaRelocation package
- Senior Financial PlannerCompany OverviewWe are a full-service Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exception service. We...Senior
$200k - $250k
Job DescriptionThe Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares’ Wealth Distribution team, responsible for driving strategic growth... ...alternative investment fundsDirectly manage major markets within their region with...SeniorFull timeTemporary work$99k - $176k
Job DescriptionWhat is the opportunity?RBC US Wealth Managing is building out our credit, lending and cash management products and capabilities. As a Risk Advice Senior Manager, Business Risk Oversight, you will provide risk advice and guidance to product managers and...SeniorFull timeFlexible hours$83.1k - $141.3k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for...SeniorFull timeWork experience placementH1bLocal areaWorldwideFlexible hours$120k
...Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of... ...to an Ultra high Net Worth client base in the United States.Manage accounts of high net worth investors and jointly develop financial...SeniorFull time$100k - $110k
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement... ...community of independent-minded wealth advisors to grow their businesses and help their... ...advisor (RIA).Your Future Team The Senior Investment Consultant is a field‑facing...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to Thursday$114.5k - $194.7k
Northern Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...Senior$180k - $250k
...nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime... ...consistent growth.Our Chicago office is hiring for an experienced Senior Vice President, Market Risk Analytics Manager FICCS to join...SeniorFull timeWork at officeLocal areaImmediate startNight shift- Terrana Group is the premier authority in financial advisor recruiting, serving exclusively within the wealth management industry across the nation. As a Financial Advisor Recruiter and Transition Consultant, you will speak directly with entrepreneurial advisors, initiate...Senior
$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor based in Chicago, IL, to manage investment activities for high net worth clients. The role involves developing tailored investment strategies and working closely with clients and client-facing teams to ensure their objectives...Senior$225k - $270k
.... Responsibilities Hines Private Wealth Solutions is searching for an ambitious... ...service. This individual will report to senior leadership and help strategically build... ...Team, broader PWS sales group and senior management to drive sales and AUM growth across direct...SeniorWork at officeLocal area- Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long... ...financial goals. In this role, you’ll partner with wealth advisors and business partners across the bank to develop sophisticated...Senior
- K&B Communications is looking for a Senior Financial Advisor based in Oak Brook, Illinois. In this role, you will deliver... ...financial planning and investment management services to clients, utilizing your extensive wealth management experience and strong understanding...Senior
$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate...SeniorFull timeWork at officeLocal area- ...AFIN Family Wealth Management Inc. is a premier firm specializing in holistic financial planning for individuals and businesses.... ...are currently seeking a highly skilled and experienced Senior Financial Advisor to join our dynamic team. The successful candidate will...SeniorWork at office
- ...universe includes the entire spectrum of Wealth Management open architecture platform including... ...opportunities with Integrated Team Members and Senior ManagementPerform sales management,... ...Asset Management provides individuals, advisors and institutions with strategies and...SeniorWork at office
- J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ...to clients’ specific needs. As an Advisor Concierge with J.P. Morgan Advisors, you will serve as...Local area
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...focused and effective. The Senior Investment Manager is responsible for defining...SeniorWork at officeWork from homeShift workDay shift
- ...for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax,... ...Gray is an equal opportunity employer. Overview The Senior Practice Technology Advisor plays a key role in advancing the firm's practice technology...SeniorContract work
- ...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...in conjunction with Associate Banking Advisor and Relationship Manager and provides periodic... ...within the organization is encouraged, senior leaders are accessible, and you can...SeniorRotational programFull timeH1bWork at officeWorldwideFlexible hours
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryAt PwC, our... ...responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your...Full timeH1b$164.6k - $225k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorFull timeH1bWork at officeWorldwideFlexible hours$102k - $190k
...Wealth Sales & Service Professional Develops, manages, retains and grows profitable banking relationships with high-net... ...objective of becoming their trusted advisor. Develops relationship with... ...needs. Makes recommendations to senior leaders on strategy and new...SeniorPart timeShift work$133.37k - $156.9k
...what you excel at—all from Day One.Job DescriptionDigital Product Managers at U.S. Bank are customer obsessed in defining and delivering... ...success in the position. Likewise, so will experience in wealth, investment services with proven ability to transform processes...SeniorFull timeLocal areaShift work3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Advisor Concierge for Wealth Management. Be the first to apply!
- remote concierge Chicago, IL
- concierge part-time Chicago, IL
- sales concierge Chicago, IL
- airport concierge Chicago, IL
- service concierge Chicago, IL
- concierge security Chicago, IL
- patient experience concierge Chicago, IL
- overnight concierge Chicago, IL
- concierge front desk Chicago, IL
- weekend concierge Chicago, IL


