- Bank of America (Swansea, IL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...(CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client… more
- Grant Thornton (Chicago, IL)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... + Providing tax planning and consulting to our firm's high net worth clients for...to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns… more
- CIBC (Chicago, IL)
- …in Microsoft Office with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint + You understand high net worth and ultra- high net worth ... Thinking, Business, Client Service, Client Support, Communication, Credit, Customer Experience (CX), High Net Worth Individuals, Post-Sales Support, Private… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized planning services… more
- Guardian Life (Springfield, IL)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...for Guardian's various product lines, including life and disability insurance , mutual funds and annuities, by: + Preparing business… more
- BMO Financial Group (Chicago, IL)
- …Advisor will serve as the face of BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth (HNW) and Ultra High Net ... as other perks and rewards. BMO also offers health insurance , tuition reimbursement, accident and life insurance ,...health insurance , tuition reimbursement, accident and life insurance , and retirement savings plans. To view more details… more
- Robert Half Legal (Chicago, IL)
- …to collaborate with a team of attorneys and tax professionals, representing high - net - worth individuals, business owners, and entrepreneurs in various ... powers of attorney. * Provide strategic gift and estate tax planning services for high - net - worth individuals and families. * Manage trust and estate… more
- Citigroup (Chicago, IL)
- …professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net ... including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time off packages,… more
- Wells Fargo (Chicago, IL)
- …as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth , leverage, liquidity, and other key risk factors, including cash ... asset as well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality. + Researching… more
- AIG (Chicago, IL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... each colleague - empowering our people to grow as insurance professionals and add more value to our customers...the zone. What you'll need to succeedLeadership Skills: + High level of personal integrity. + Analytical, proactive, and… more