- JPMorgan Chase (Chicago, IL)
- …present effectively - namely related to the financial plan and investment solutions + Series 7 , Series 66 required **Preferred qualifications, skills, and ... Business Management, Financial Planning, Investment Acumen, Relationship Management and Service . This role also supports market level leaders, helping them… more
- Google (Chicago, IL)
- …consultants and analysts in these roles are all dedicated to top-notch client service . Whether negotiating with Fortune 500 companies, solving technical ... Google _place_ Mountain View, CA, USA; Atlanta, GA, USA; +8 more; + 7 more _bar_chart_ Intern & Apprentice _info_outline_ X Participation in the internship… more
- PNC (Peoria, IL)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more
- PNC (Chicago, IL)
- …**Certifications** No Required Certification(s) **Licenses** For C&IB employees: Public Finance - SIE, Series 7 , 63 & 79 within 180 days of employment. For ... the internal and external customer experience by providing excellent service at all times; takes accountability and ensures problem...PNCWM employees: Series 7 and 66 (or 65 and… more
- PNC (Naperville, IL)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more
- Equitable (Oak Brook, IL)
- …demonstrating how these solutions can be tailored to meet their unique needs + Client Service and Implementation: Analyze and organize client data, ensure ... balance and champion limitless income potential! **Role Highlights** + Client Engagement: Cultivate and expand your network within established...work experience + Licensing: State Life & Health, SIE, Series 7 , Series 66 +… more
- Citigroup (Chicago, IL)
- …computer and web based applications **Qualifications and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and ... **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop… more
- Bank of America (Chicago, IL)
- …Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all state ... and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This role is an FA Paid Resource. This position is… more
- Equitable (Deerfield, IL)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more
- Insight Global (Chicago, IL)
- …https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements Must Haves: - Needs to have either of a Series 6 or a Series 7 - This person ... needs and develop strong partnerships to create a solid client base. The company offers a full suite of...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more