- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators… more
- Bank of America (Northbrook, IL)
- …effective. **Job Description:** The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- Citigroup (Chicago, IL)
- …15+ years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + ... of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions… more
- Citigroup (Chicago, IL)
- …long-term solutions for clients/prospects + Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is ... Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial...objectives + Understand and communicate the risk involved with financial and investment strategies + Ensure all… more
- Bank of America (Chicago, IL)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- Raymond James Financial, Inc. (Loves Park, IL)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- Deloitte (Chicago, IL)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients… more
- PNC (Chicago, IL)
- …in STEM OPT for this position. PNC Capital Advisors (PCA) is a Registered Investment Advisor (RIA) that specializes in managing taxable fixed income portfolios ... for institutional clients. Investment strategies range from liquidity and short duration through...Be highly motivated and have a strong interest in financial markets * Eager to learn and develop new… more