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Financial Advisor in Chicago
Bank of America
Financial Solutions Advisor - Des Plaines-oakton, Il
Series 7 license requiredSeries 66 or 63/65 license requiredOne year investments industry experience$70,000.00 - $80,000.00 annualized py
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions
Des Plaines, IL, USIn-office with flexibility based on role-specific considerations.Full timeExperience requiredJob Match ScoreCreate Profile
16 days agoBank of America
Merrill Financial Solutions Advisor - Chicago Metro Market
Series 7 & 66 licenses requiredTwo years financial service experienceOne year investment industry experience$75,000 - $85,000 annualized py
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their goals
Chicago, IL, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market
Series 7 & 66 licensesOne year investments industry experienceOne year financial service sales experience$70,000.00 - $80,000.00 annualized py
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through the power of every connection
Hanover Park, IL, USNot specified (assumed office-based based on job description context)Full timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Merrill Financial Solutions Advisor - Chicago West Market
Series 7 & 66 licenses requiredTwo years financial service experienceInvestment industry knowledge$75,000.00 - $85,000.00 annualized py
This role is responsible for working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their goals
Hinsdale, IL, USNot specified (likely in-office based on branch location)Full timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Stage I-registration Candidate–consumer Investments - Downtown Chicago, Il
Securities industry essentials licenseSeries 7 and series 66 licensesClient relationship cultivation$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses to provide foundational financial advice
Chicago, IL, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Merrill Advisor Development Program - Financial Advisor: Southern Ct Market
Series 7 & 66 licenses requiredProspecting and networking skillsClient needs assessment capabilities$80,000.00 - $90,000.00 annualized py
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth individuals
Darien, CT, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Merrill Advisor Development Program - Financial Advisor: Chicago Metro Market
Series 7 & 66 licenses requiredOne year financial services experienceInvestment products knowledge$80,000.00 - $90,000.00 annualized py
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients
Chicago, IL, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Merrill Lending Solutions Advisor Ii
12+ years wealth management or commercial lending experienceStrong interpersonal and communication skillsAbility to educate financial advisors on complex solutions$175,000.00 - $247,500.00 annualized py
This role focuses on driving the adoption of lending solutions across Merrill Wealth Management, specifically targeting Ultra High Net Worth clients
Chicago, IL, USFull time+12y experienceJob Match ScoreCreate Profile16 days agoBank of America
Advisor Development Program - Financial Solutions Advisor Trainee - Chicago - Michigan And Madison
Securities industry essentials licenseSeries 7 and series 66 licensesPhone-based financial advisory$28.85 - $33.65 hourly ph
This program provides a structured path to become a Financial Solutions Advisor through dedicated training on securities licenses and foundational advisory skills
Chicago, IL, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate - Central Chicago Market
Obtain sie license within 30 daysObtain series 7 and 66 licenses within 120 daysSafe act registration compliance$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
Chicago, IL, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate - Gage Park, Il
Self-disciplined time managementClient relationship cultivation skillsResults-driven mindset in fast-paced environment$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs
Gage Park, IL, USFull timeJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor -woodridge - Southwest Chicago Market
Series 7 and 66 licenses requiredOne year investments industry experienceClient relationship building skills$70,000.00 - $80,000.00 annualized py
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products
Woodridge, IL, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor - Des Plaines-oakton, Il
Series 7 license requiredSeries 66 or 63/65 license requiredOne year investments industry experience$70,000.00 - $80,000.00 annualized py
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies
Des Plaines, IL, USIn-office with some flexibility based on role-specific considerations.Full timeExperience requiredJob Match ScoreCreate Profile16 days agoMarsh
Senior Client Advisor - Marine
10+ years industry experienceMarine transportation experienceBroker or underwriting background$154,200 to $328,400 py
The role involves independently overseeing large or complex accounts and formulating go-to-market strategies for the Marine practice
Chicago, IL, USHybridFull time+10y experienceJob Match ScoreCreate Profile18 days agoBank of Montreal
Private Wealth Advisor - Director
7+ years relevant experienceHnw client relationship managementHolistic financial planning delivery$102,000.00 - $190,000.00 py
The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships
Chicago, Illinois, USFull time+7y experienceJob Match ScoreCreate Profile19 days agoWells Fargo
Senior Premier Banker Old Irving Park Chicago Il
4+ years customer service experience3+ years relationship buildingProactive client outreach skills$34.00 - $60.00 ph
This role serves as the primary financial partner for affluent customers, translating their goals into comprehensive banking and investment strategies
Chicago, IL, USFull time+4y experienceJob Match ScoreCreate Profile19 days agoJ.P. Morgan Chase
J.p. Morgan Wealth Management - Private Client Investment Associate - Wilmette, Il
Facilitating account opening requestsProcessing money movement tradesBuilding and maintaining client relationships~$60,008 – $106,500 py
WORKOPIA ESTIMATEThis role involves providing client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management
Wilmette, IL, USJob Match ScoreCreate Profile19 days agoJ.P. Morgan Chase
J.p. Morgan Wealth Management - Private Client Advisor - Wilmette, Il
Client acquisition and relationship cultivationGoals-based financial planning and adviceDeep understanding of financial marketsThe role involves offering comprehensive financial planning and personalized investment solutions to individuals and families with varying wealth levels
Wilmette, IL, US+2y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, Il
Client acquisition and relationship cultivationGoals-based financial planning and adviceDeep understanding of financial marketsThe role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
Chicago, IL, USOn-site+2y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management - Private Client Advisor - Skokie, Il
Client acquisition and cultivationRelationship building skillsGoals-based planning and adviceThe role involves offering comprehensive financial planning and personalized investment solutions to individuals and families across various wealth levels
Skokie, IL, US+2y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management – Private Client Advisor - Chicago Cook County Northwest, Il
Client acquisition and cultivationRelationship management focusHolistic financial coachingThe role involves offering comprehensive financial planning and personalized investment solutions to individuals and families with varying wealth levels
Chicago, IL, USOn-site+2y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase
J.p. Morgan Wealth Management - Private Client Investment Associate - Chicago, Il
Exceptional client service deliveryEfficient operational request managementPrecision in trade executionThe role involves delivering exceptional client service and operational marketing to Private Client Advisors while utilizing cutting-edge digital technology
Chicago, IL, USOn-siteJob Match ScoreCreate Profile19 days agoJ.P. Morgan Chase
J.p. Morgan Wealth Management - Private Client Investment Associate - Wilmette, Il
Series 7 license required or obtainable within 60 daysStrong client relationship building skillsAbility to process account opening and trades~$60,008 – $106,500 py
WORKOPIA ESTIMATEThe role involves providing client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management
Wilmette, IL, USOn-siteExperience requiredJob Match ScoreCreate Profile19 days agoJPMorgan Chase
J.p. Morgan Wealth Management - Private Client Advisor - Wilmette, Il
Client acquisition and cultivationRelationship building skillsHolistic financial coachingThe role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
Wilmette, IL, USOn-site+2y experienceJob Match ScoreCreate Profile19 days agoJ.P. Morgan Chase
J.p. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, Il
Client acquisition and cultivationRelationship management skillsHolistic financial coachingThe role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
Chicago, IL, USOn-site+2y experienceJob Match ScoreCreate Profile19 days ago
WORKOPIA ESTIMATE is shown when an employer doesn't disclose pay. It's the typical range (25th–75th percentile) of disclosed salaries for the same role in the same city, adjusted for seniority and refreshed daily — an estimate, not the employer's figure.
