- University of Iowa Community Credit Union (Naperville, IL)
- Position Summary The Risk Advisor role serves as the primary driver of commercial lines growth and advanced sales within GreenState Insurance. This dynamic role ... is positioned primarily in an outside sales capacity working with insureds and businesses building out...Make location visits, attends various sponsored events such as financial center meetings, community outings, industry events and takes… more
- Fifth Third Bank, NA (Skokie, IL)
- …accordance with licensing guidelines. + Minimum of eight (8) years of successful sales /client service experience in financial services industry. + Stays abreast ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging… more
- Citigroup (Arlington Heights, IL)
- …**Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +… more
- PNC (Chicago, IL)
- …and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments you may be located in Troy, Dearborn, or Farmington Hills, ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of… more
- PNC (Chatham, IL)
- …Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business ... contribute to the company's success. As a Treasury Management Advisor within PNC's Business Banking organization, you will be...existing clients in a book of business to grow sales , revenue and market share with relevant sales… more
- Navy Federal Credit Union (Schaumburg, IL)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + Identify… more
- Neuberger Berman (IL)
- The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives with ... Chicago, Detroit, Minneapolis, Milwaukee, and Columbus. The RIA Client Advisor must possess excellent interpersonal, organizational, and communication skills, a… more
- Tiffany & Co. (Oak Brook, IL)
- …design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany brand ... of building your own business by developing client relationships and exceeding sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit,… more
- PNC (Peoria, IL)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within the PNC Private Bank organization, you will be based in Peoria, ... maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and...of the business through the introduction and expansion of financial services to the client . + Executes risk… more
- Huntington National Bank (Chicago, IL)
- …90 days of hire + At least 5 years of wealth management/ financial advisory/ sales /relationship management experience in banking, investment management, or ... Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing,… more