- PNC (Peoria, IL)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... needs identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned… 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 ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- City National Bank (Chicago, IL)
- …WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical ... from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. *… more
- AbbVie (North Chicago, IL)
- …Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges ... perform rigorous analyses of operational, patient/customer, healthcare provider, and financial data, and translate these analytical findings into leading information… more