- Fifth Third Bank, NA (Chicago, IL)
- …the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the ... prescribed tools and partnering with the financial center team for referral activity. Work closely with...deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.… more
- Bank of America (Northbrook, IL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable… more
- BlackRock (IL)
- …wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... (USWA) business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs and… more
- Anywhere Real Estate (Chicago, IL)
- …this leader will bring a strong combination of strategic insight, financial rigor, and cross-functional collaboration to support growth across all segments ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships… more
- Bank of America (Chicago, IL)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Citigroup (Oakbrook Terrace, IL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter,… more
- Citigroup (River Forest, IL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter,… more
- Principal Financial Group (Chicago, IL)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made… more
- JPMorgan Chase (Chicago, IL)
- …of contact for all deposit account service-related needs of a JP Morgan Advisor 's client. This role is responsible for establishing, maintaining, and building client ... The Client Service Associate works in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office, and operations teams… more