Platform Solutions Advisor, VP - Tax-Smart Asset
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-14
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
A leading financial services firm in Chicago seeks a Platform Solutions Client Advisor to drive tax management business with RIAs and promote investment solutions. Candidates should have over 10 years of experience in sales and client engagement, understanding wealth management and technological products. The role includes managing territory, building client relationships, and representing the firm's innovative approaches. Series 7 and 63 licenses are required, along with strong communication skills.
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