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US Browse · Chicago · Financial Advisor

Financial Advisor in Chicago

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Financial Solutions Advisor - Des Plaines-oakton, Il
Bank of America
Des Plaines, IL, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with flexibility based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions
New arrival·2 days ago
Merrill Financial Solutions Advisor - Chicago Metro Market
Bank of America
Chicago, IL, US
Full time
Base: $75,000 - $85,000 annualized; bonus: formula...
Series 7 & 66 licenses required
Two years financial service experience
One year investment industry experience
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their goals
New arrival·2 days ago
Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market
Bank of America
Hanover Park, IL, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
Not specified (assumed office-based based on job description context)
Series 7 & 66 licenses
One year investments industry experience
One year financial service sales experience
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through the power of every connection
New arrival·2 days ago
Merrill Financial Solutions Advisor - Chicago West Market
Bank of America
Hinsdale, IL, US
Full time
Base: $75,000.00 - $85,000.00 annualized; bonus: f...
Not specified (likely in-office based on branch location)
Series 7 & 66 licenses required
Two years financial service experience
Investment industry knowledge
This role is responsible for working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their goals
New arrival·2 days ago
Financial Solutions Advisor Stage I-registration Candidate–consumer Investments - Downtown Chicago, Il
Bank of America
Chicago, IL, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry essentials license
Series 7 and series 66 licenses
Client relationship cultivation
The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses to provide foundational financial advice
New arrival·2 days ago
Merrill Advisor Development Program - Financial Advisor: Southern Ct Market
Bank of America
Darien, CT, US
Full time
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
**
Series 7 & 66 licenses required
Prospecting and networking skills
Client needs assessment capabilities
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net-worth individuals
New arrival·2 days ago
Merrill Advisor Development Program - Financial Advisor: Chicago Metro Market
Bank of America
Chicago, IL, US
Full time
Base: $80,000.00 - $90,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients
New arrival·2 days ago
Merrill Lending Solutions Advisor Ii
Bank of America
Chicago, IL, United States
Full time
Base: $175,000.00 - $247,500.00 annualized; bonus/...
+12y experience
12+ years wealth management or commercial lending experience
Strong interpersonal and communication skills
Ability to educate financial advisors on complex solutions
This role focuses on driving the adoption of lending solutions across Merrill Wealth Management, specifically targeting Ultra High Net Worth clients
New arrival·2 days ago
Advisor Development Program - Financial Solutions Advisor Trainee - Chicago - Michigan And Madison
Bank of America
Chicago, IL, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry essentials license
Series 7 and series 66 licenses
Phone-based financial advisory
This program provides a structured path to become a Financial Solutions Advisor through dedicated training on securities licenses and foundational advisory skills
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate - Central Chicago Market
Bank of America
Chicago, IL, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not in...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate - Gage Park, Il
Bank of America
Gage Park, IL, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Self-disciplined time management
Client relationship cultivation skills
Results-driven mindset in fast-paced environment
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs
New arrival·2 days ago
Financial Solutions Advisor -woodridge - Southwest Chicago Market
Bank of America
Woodridge, IL, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
**
Series 7 and 66 licenses required
One year investments industry experience
Client relationship building skills
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products
New arrival·2 days ago
Financial Solutions Advisor - Des Plaines-oakton, Il
Bank of America
Des Plaines, IL, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with some flexibility based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies
New arrival·2 days ago
Senior Client Advisor - Marine
Marsh
Chicago, IL, US
Full time
Base: $154,200 to $328,400; bonus/equity: performa...
Hybrid
Senior
10+ years industry experience
Marine transportation experience
Broker or underwriting background
The role involves independently overseeing large or complex accounts and formulating go-to-market strategies for the Marine practice
4 days ago
Private Wealth Advisor - Director
Bank of Montreal
Chicago, Illinois, US
Full time
Base: $102,000.00 - $190,000.00; bonus/equity: may...
7+ years relevant experience
Hnw client relationship management
Holistic financial planning delivery
The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships
5 days ago
Senior Premier Banker Old Irving Park Chicago Il
Wells Fargo
Chicago, IL, US
Full time
Base: $34.00 - $60.00 ph; bonus/equity: sales ince...
Senior
4+ years customer service experience
3+ years relationship building
Proactive client outreach skills
This role serves as the primary financial partner for affluent customers, translating their goals into comprehensive banking and investment strategies
5 days ago
J.p. Morgan Wealth Management - Private Client Investment Associate - Wilmette, Il
J.P. Morgan Chase
Wilmette, IL, United States
**
Facilitating account opening requests
Processing money movement trades
Building and maintaining client relationships
This role involves providing client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management
5 days ago
J.p. Morgan Wealth Management - Private Client Advisor - Wilmette, Il
J.P. Morgan Chase
Wilmette, IL, United States
Not specified; not specified; not specified
**
+2y experience
Client acquisition and relationship cultivation
Goals-based financial planning and advice
Deep understanding of financial markets
The role involves offering comprehensive financial planning and personalized investment solutions to individuals and families with varying wealth levels
5 days ago
J.p. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, Il
JPMorgan Chase & Co.
Chicago, IL, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and relationship cultivation
Goals-based financial planning and advice
Deep understanding of financial markets
The role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
5 days ago
J.p. Morgan Wealth Management - Private Client Advisor - Skokie, Il
JPMorgan Chase & Co.
Skokie, IL, United States
Not specified; not specified; not specified
**
+2y experience
Client acquisition and cultivation
Relationship building skills
Goals-based planning and advice
The role involves offering comprehensive financial planning and personalized investment solutions to individuals and families across various wealth levels
5 days ago
J.p. Morgan Wealth Management – Private Client Advisor - Chicago Cook County Northwest, Il
JPMorgan Chase & Co.
Chicago, IL, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and cultivation
Relationship management focus
Holistic financial coaching
The role involves offering comprehensive financial planning and personalized investment solutions to individuals and families with varying wealth levels
5 days ago
J.p. Morgan Wealth Management - Private Client Investment Associate - Chicago, Il
JPMorgan Chase
Chicago, IL, United States
Not specified; not specified; not specified
On-site
Exceptional client service delivery
Efficient operational request management
Precision in trade execution
The role involves delivering exceptional client service and operational marketing to Private Client Advisors while utilizing cutting-edge digital technology
5 days ago
J.p. Morgan Wealth Management - Private Client Investment Associate - Wilmette, Il
J.P. Morgan Chase
Wilmette, IL, United States
On-site
Series 7 license required or obtainable within 60 days
Strong client relationship building skills
Ability to process account opening and trades
The role involves providing client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management
5 days ago
J.p. Morgan Wealth Management - Private Client Advisor - Wilmette, Il
JPMorgan Chase
Wilmette, IL, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and cultivation
Relationship building skills
Holistic financial coaching
The role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
5 days ago
J.p. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, Il
J.P. Morgan Chase
Chicago, IL, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and cultivation
Relationship management skills
Holistic financial coaching
The role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
5 days ago

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Financial Advisor in Chicago

Financial Solutions Advisor - Des Plaines-oakton, Il

Merrill Financial Solutions Advisor - Chicago Metro Market

Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market

Merrill Financial Solutions Advisor - Chicago West Market

Financial Solutions Advisor Stage I-registration Candidate–consumer Investments - Downtown Chicago, Il

Merrill Advisor Development Program - Financial Advisor: Southern Ct Market

Merrill Advisor Development Program - Financial Advisor: Chicago Metro Market

Merrill Lending Solutions Advisor Ii

Advisor Development Program - Financial Solutions Advisor Trainee - Chicago - Michigan And Madison

Financial Solutions Advisor Registration Candidate - Central Chicago Market

Financial Solutions Advisor Registration Candidate - Gage Park, Il

Financial Solutions Advisor -woodridge - Southwest Chicago Market

Financial Solutions Advisor - Des Plaines-oakton, Il

Senior Client Advisor - Marine

Private Wealth Advisor - Director

Senior Premier Banker Old Irving Park Chicago Il

J.p. Morgan Wealth Management - Private Client Investment Associate - Wilmette, Il

J.p. Morgan Wealth Management - Private Client Advisor - Wilmette, Il

J.p. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, Il

J.p. Morgan Wealth Management - Private Client Advisor - Skokie, Il

J.p. Morgan Wealth Management – Private Client Advisor - Chicago Cook County Northwest, Il

J.p. Morgan Wealth Management - Private Client Investment Associate - Chicago, Il

J.p. Morgan Wealth Management - Private Client Investment Associate - Wilmette, Il

J.p. Morgan Wealth Management - Private Client Advisor - Wilmette, Il

J.p. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, Il