- 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
- JPMorgan Chase (Elgin, IL)
- … client needs, initiating trades in the capital markets, and completing service -oriented transactions + Document all client interactions and meeting all ... for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As… more
- Charles Schwab (Oak Brook, 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 acquiringFINRA ...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … 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
- 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
- Charles Schwab (Northbrook, IL)
- …Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. ... management of an affluent wealth management practice, providing exceptional service , advice, and relationship management. If you are a...you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be… more
- JPMorgan Chase (Chicago, IL)
- At JP Morgan Chase, our passion for client success drives everything we do. We empower our employees and foster meaningful relationships, ensuring every interaction ... robust investment platform, we deliver tailored solutions for every client . Join us and be the face of a...of a brand that sets the standard for extraordinary service and results. As a Financial Advisor, in JPMorgan… more
- Bank of America (Elmhurst, IL)
- …licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were… 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