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Client Investment Specialist — Wealth Mgmt; Hybrid
Remote / Online - Candidates ideally in
Chicago Heights, Cook County, Illinois, 60411, USA
Listed on 2026-03-07
Chicago Heights, Cook County, Illinois, 60411, USA
Listing for:
J.P. Morgan
Full Time, Remote/Work from Home
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Chicago Heights is seeking a New Client Investment Specialist to provide exceptional client experiences. Responsibilities include understanding client needs, identifying investment opportunities, and driving business development. Candidates must possess Series 7 and 63 licenses and have a solid understanding of financial markets. The role requires strong interpersonal skills and the ability to manage multiple priorities.
The position offers a hybrid work environment after training, combining in-office and remote work.
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