- First National Bank of Omaha (IL)
- …+ Facilitate smooth referral transitions to FNBO expert resources (Bankers, Merchant Advisors , Community RMs, Payment Advisors ) + Exemplify high standards of ... service while providing feedback and insights to continuously improve the small business operating model **The Ideal Candidate for This Role:** **Qualifications** **Required:** + Bachelor's degree or equivalent work experience + Fluent in Spanish + 2 + years… more
- Robert Half Finance & Accounting (Chicago, IL)
- …and corporate tax returns, extensions, and quarterly estimates prepared by external tax advisors and joint venture partners. + Understand the impact of complex fund ... Assist with federal and state audits. + Coordinate with external tax advisors to prepare taxable income projections for corporations, REITs, and pass-through… more
- Huntington National Bank (Chicago, IL)
- …comprehensive sales support and sales analysis for the Treasury Management Advisors . Key Responsibilities: + Research client financial structures and cash flow ... to recommend tailored treasury solutions + Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate… more
- Aaron's Inc (East Alton, IL)
- …pay based on performance.** **Customer Accounts Advisor** Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and ... bring them one-step closer to ownership. **Skills for Success** Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen… more
- BMO Financial Group (Winnetka, IL)
- …professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors ) to provide clients with comprehensive wealth planning advice ... detailed and complex financial plans. + Consults with clients and their external advisors on complex issues, as required. + Provides commentary and awareness on… more
- Loyola University Chicago (Chicago, IL)
- …phones, provides general information, and assits with scheduling advising appointments with College advisors . Direct the flow of traffic of any of our 7,800 CAS ... students to our student advising team (comprised of 8 advisors ) and our student academic affairs team; + Field and direct the arrivals of any of our 400+ full-time… more
- Robert Half Finance & Accounting (Elmhurst, IL)
- …records, ensuring compliance with regulations, and providing support for registered advisors . This opportunity is in the financial services industry, where you ... to inquiries or audits * Providing support for registered investment advisors and registered representatives * Reviewing marketing materials, including scrutinizing… more
- JPMorgan Chase (Chicago, IL)
- …the retirement needs of our clients. Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and ... our solution for start-ups and small plans. **Job Responsibilities** + Educating advisors on our record keeping solutions while gaining investment market share +… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our ... MSRB and SEC rules and regulations. + Experience working in an environment alongside Advisors preferred. + State Life & Health Insurance license a plus, but not… more
- Bank of America (Northbrook, IL)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives,… more