- Wells Fargo (Chicago, IL)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
- World Insurance Associates, LLC. (Chicago, IL)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… 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
- BMO Financial Group (Chicago, IL)
- …be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the ... management. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- Byline Bank (Chicago, IL)
- …is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in ... the heightened expectations of our regulatory environment while serving as a trusted advisor to the Board, Audit Committee, and senior management. The CAE partners… more
- SolomonEdwards (Springfield, IL)
- …LLC ("SolomonEdwards") is a full-service professional services firm offering financial , operational, and technology consulting and operations support. We work ... Lead Credit Risk and Model Risk Consultant to join a major North American financial institution with a broad global footprint. This role will focus on supporting… more
- Guardian Life (Springfield, IL)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... other department projects and initiatives. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations along… more
- JPMorgan Chase (Chicago, IL)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community * Develop, retain and deepen client relationships * ... and develop strategies for increasing business with current clients; professional advisor cultivation * Reading the fiduciary materials which are circulated to… more
- BMO Financial Group (Chicago, IL)
- …be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the ... and manages poor performance. + Acts as a trusted advisor to senior leaders for making business decisions and...funding related strategic initiatives to deliver on business and financial goals. + Recommends strategic priorities and leads the… more
- KeyBank (Chicago, IL)
- …the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position ... with all internal policies and procedures. + Maintains deep expertise in financial markets and other related areas while also participating on or contributing… more