Top 38 Wealth management associate Jobs in Chicago, Il

Registered Private Wealth Client Associate
Bank of America —Chicago, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Trust Associate I
Wintrust Financial Corporation —Chicago, IL
- $20.19 - $26.44 an hour
- Full-time
- Basic math
- Research
- Office
- AD&D insurance
- Employee stock purchase plan
1d
Associate Wealth Advisor
Focus Partners Wealth —Chicago, IL
- $75,000 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Wealth Management Client Associate
Bank of America —Chicago, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
J.P. Morgan Wealth Management - Private Client Investment Associate - Oak Brook, IL
JPMorganChase —Oak Brook, IL
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
9h
Financial Planning Associate - Chicago, IL
The Mather Group —Chicago, IL
- $70,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid parental leave
Associate Wealth Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Microsoft Outlook
- CPA
- Research
- Health insurance
- Dental insurance
Private Wealth Associate
AllianceBernstein —Chicago, IL
- $68,000 - $73,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Asset & Wealth Management, Institutional Marketing, Associate - Chicago
Goldman Sachs —Chicago, IL
- $80,000 - $125,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Disability insurance
- Health insurance
Compliance, Private Wealth Management (PWM) Compliance, Associate, Chicago
Goldman Sachs —Chicago, IL
- $65,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Wealth Strategist Sales Associate
Northern Trust Corp. —Chicago, IL
- $52,800 - $79,200 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Associate Relationship Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Wealth Management Associate
Morgan Stanley —Chicago, IL
- $68,000 - $120,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Research
- Health savings account
- Paid holidays
10d
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL
JPMorganChase —Glenview, IL
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
1d
Registered Wealth Management Client Associate
Bank of America —Northbrook, IL
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Asset & Wealth Management - Deerfield - Associate, Sales Support - 719927
Goldman Sachs —Deerfield, IL
- $75,000 - $118,000 a year
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Associate Financial Advisor
Wealth Enhancement Group —Itasca, IL
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Asset & Wealth Management, Private Family Office, Financial Planner, Associate - Deerfield
Goldman Sachs —Deerfield, IL
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Wealth Management Associate
Equitable Advisors —Deerfield, IL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Management Sales Enablement Associate
Wintrust Financial Corporation —Chicago, IL
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Windows
- AD&D insurance
- Employee stock purchase plan

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wealth management associate jobs near chicago, il

Registered Private Wealth Client Associate

Bank of America -
Chicago, IL

Apply Now

Job Details

Full-time
$25 - $44 an hour

Qualifications

Investment
Customer communication
Series 7
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)

** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**

Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Bachelor's Degree or equivalent work experience

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

wealth management associate jobs in chicago, il

Registered Private Wealth Client Associate

Trust Associate I

Associate Wealth Advisor

Wealth Management Client Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Oak Brook, IL

Financial Planning Associate - Chicago, IL

Associate Wealth Advisor

Private Wealth Associate

Asset & Wealth Management, Institutional Marketing, Associate - Chicago

Compliance, Private Wealth Management (PWM) Compliance, Associate, Chicago

Wealth Strategist Sales Associate

Associate Relationship Advisor

Wealth Management Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL

Registered Wealth Management Client Associate

Asset & Wealth Management - Deerfield - Associate, Sales Support - 719927

Associate Financial Advisor

Asset & Wealth Management, Private Family Office, Financial Planner, Associate - Deerfield

Wealth Management Associate

Wealth Management Sales Enablement Associate

I want to receive the latest job alert for wealth management associate in chicago, il

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