- JPMorgan Chase (Chicago, IL)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal...group, you will partner with clients to create custom financial plans based on their goals. You will meet… more
- Lincoln Financial (Springfield, IL)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... **Requisition #:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain… more
- BMO Financial Group (Rolling Meadows, IL)
- …of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to ... Leads / assists with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review with team members… more
- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition...better service our client needs from personal investing and retirement planning to life insurance, long term care insurance,… more
- BMO Financial Group (Chicago, IL)
- …external network to support the identification of new and increased investment /lending business opportunities. + Retains and expands existing relationships to ... environmental awareness. + Coordinates cash management product implementation and financial transaction set-up. + Ensures consistent personnel training throughout… more
- JPMorgan Chase (Wheaton, IL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... and interacting with our clients to offer the best investment solutions to meet their financial needs....capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- BlackRock (Chicago, IL)
- …BlackRock Model Portfolios + Implement customized portfolio solutions in conjunction with the advisor 's investment goals + Deliver fiduciary and investment ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and… more
- BMO Financial Group (Chicago, IL)
- …improvement. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Develops the business case by identifying needs, analysing potential… more
- Bank of America (Chicago, IL)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....Wealth Management Specialist role is a position on the Financial Advisor Team which operates in a… more
- Edward Jones (Elgin, IL)
- …Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate ... the client team, working under the leadership of a financial advisor . You thrive in an inclusive...no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and… more