- Citigroup (Oakbrook Terrace, IL)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (River Forest, IL)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Charles Schwab (Winnetka, IL)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiring FINRA...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- First National Bank of Omaha (Sugar Grove, IL)
- …wealth preservation and long-term goals. + Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding ... of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in multiple… more
- BMO Financial Group (Joliet, IL)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of...+ Executes work to deliver timely, accurate, and efficient service . + Identifies business needs, designs and develops tools… more
- Raymond James Financial, Inc. (Chicago, IL)
- …Summary** **Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a ... operational manuals.** **Researches and resolves complex problems relating to client accounts and inquiries.** **Assists Branch Manager in disseminating information… more
- US Bank (Oak Lawn, IL)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- JPMorgan Chase (Chicago, IL)
- …and experience of advisory services and a multitude of products and complex client accounts. + Possesses Working knowledge of the US financial regulation framework ... consistently evolvingStrong time management skills in order to meet service level agreements and/or project deadlines + Active and...agreements and/or project deadlines + Active and valid FINRA Series 7 and one or more of the following… more
- Mondelez International (Naperville, IL)
- …advantage to Mondelēz. Partner with internal & external stakeholders and service providers to define and meet Safety, Quality, Cost, Delivery, Sustainability, ... different sensors electrical usage. + Work with Allen-Bradley drives Power Flex series and Kinetic servos. + Troubleshoot and implement Cat-3 Safety Circuits and… more
- PNC (Champaign, IL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more