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Hybrid Wealth Management: Client Investment Specialist
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-03-01
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial institution in Chicago is seeking a New Client Investment Specialist to provide exceptional client services and drive business development. Responsibilities include engaging with clients, identifying investment opportunities, and leveraging a goals-based approach. Required qualifications include a valid Series 7 and Series 63 license, strong interpersonal skills, and a bachelor's degree. The position offers a competitive salary and the option for hybrid work after training.
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