• Manager, Portfolio Margin Risk

    Charles Schwab (Chicago, IL)
    high -stakes environments **Preferred Qualifications:** + Experience managing risk in high - net - worth client accounts or institutional trading portfolios + ... our Portfolio Margin Risk Team within Margin Services. This high -stakes team manages risk in the firm's portfolio margin...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
    Charles Schwab (08/01/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Chicago, IL)
    …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... customized strategy explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a… more
    City National Bank (07/18/25)
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  • Private Mortgage Banker (Safe)

    Wells Fargo (Chicago, IL)
    …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
    Wells Fargo (06/17/25)
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  • Senior Executive Underwriter, AIGRM

    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...need to succeed + Minimum 7+ years of Commercial Insurance Company, Agency or Brokerage experience. + Bachelor's degree… more
    AIG (06/25/25)
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  • Underwriting Specialist, Primary Casualty

    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...you'll need to succeed + 5+ years of Commercial Insurance Company, Agency or Brokerage experience. + Bachelor's degree… more
    AIG (06/25/25)
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  • Underwriting Specialist, Casualty

    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...will need to succeed: + 5+ years of Commercial Insurance Company, Agency or Brokerage experience. + Bachelor's degree… more
    AIG (06/24/25)
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  • Partnership Taxation Senior Associate

    Grant Thornton (Chicago, IL)
    …in other tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies ... we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your...to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns… more
    Grant Thornton (07/12/25)
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  • Wealth Relationship Manager SAFE Act

    Citigroup (Oakbrook Terrace, IL)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (07/11/25)
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  • Wealth Relationship Manager SAFE Act - Oak Park

    Citigroup (River Forest, IL)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (06/20/25)
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  • Sr. Accountant

    Robert Half Finance & Accounting (Chicago, IL)
    …Requirements Qualifications * 5-7 years' work experience working in accounting preferably the high net worth area. * Relevant undergraduate degree required. ... and it comes with benefits, including medical, vision, dental, life, and disability insurance . To apply to this hybrid role please send your resume to… more
    Robert Half Finance & Accounting (06/22/25)
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