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Client Investment Specialist - Hybrid Wealth-Building

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: 慨正橡扯
Full Time position
Listed on 2026-06-17
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: New Client Investment Specialist - Hybrid Wealth-Building

J.P. Morgan Wealth Management is seeking a New Client Investment Specialist to enhance client experiences by identifying investment needs and facilitating business development. This role requires Series 7 and 63 licenses, alongside strong interpersonal and solution-oriented skills for exceptional service delivery.

Located in Chicago, the role involves a hybrid working schedule after training. Candidates must manage multiple priorities in a fast-paced environment. Comprehensive benefits are provided, emphasizing diversity and inclusion in the workplace.

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