• HFA Financial Advisor Senior - Branch

    Huntington National Bank (Naperville, IL)
    …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties & Responsibilities: + Responsible for personal production… more
    Huntington National Bank (09/02/25)
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  • Registered Branch Associate

    Edward Jones (Wilmette, IL)
    …asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial ... ** Client advocate. Skilled communicator. Problem solver. Does that... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
    Edward Jones (09/19/25)
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  • Premier Client Banker - PNC Investments

    PNC (Peoria, IL)
    …value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by delivering ... and have an opportunity to contribute to the company's success. As a Premier Client Banker within the PNC Investments organization, you will be based in Peoria, IL.… more
    PNC (08/02/25)
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  • Private Wealth Advisor - Director

    BMO Financial Group (Chicago, IL)
    …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team… more
    BMO Financial Group (09/18/25)
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  • Data Transformation Lead, Education and Careers

    Google (Chicago, IL)
    …of innovative AI-powered marketing strategies. You will act as a trusted advisor , translating client needs into technical roadmaps, and ensuring successful ... and familiarity with data warehouses, DMPs, CDPs. + Experience in client -facing project management roles, delivering high-profile projects. + Ability to build… more
    Google (09/26/25)
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  • Block Advisor Tax Advisor - Remote

    H&R Block (Arlington Heights, IL)
    …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
    H&R Block (09/20/25)
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  • Block Advisor Associate Team Leader

    H&R Block (Oak Park, IL)
    …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
    H&R Block (09/19/25)
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  • Merchant Services Advisor - Business…

    PNC (Champaign, IL)
    …card systems and support services for business customers. Attracts and retains client relationships to meet sales objectives. + Develops and maintains relationships ... with clients. Identifies client requirements and recommends appropriate services. + Responds to customer inquiries on internal products, services and credit card… more
    PNC (07/18/25)
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  • Investment Consultant

    City National Bank (Springfield, IL)
    …Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * ... in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of… more
    City National Bank (08/24/25)
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  • SALT-Income and Franchise Tax Manager - Asset…

    Grant Thornton (Chicago, IL)
    … to make recommendations on business and process improvement and serve as a business advisor to client + Other duties as assigned You have the following ... and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your...day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan,… more
    Grant Thornton (10/02/25)
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