- Bank of America (Chicago, IL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Huntington National Bank (Rosemont, IL)
- …property and casualty, employee benefits, etc. + May be experienced in working with high income/ net worth and corporate customers, working with comprehensive ... Banking product lines. + Provide direction and leadership to service team, as well as participate in ongoing education...property and individual health. Advanced Life Insurance focuses on high - net - worth individuals with business succession… 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...on projects, committees, and company initiatives to improve processes, service and product offerings as needed. + Apply unique… more
- Charles Schwab (Chicago, IL)
- …Wealth Advisory which is focused on high - net worth and ultra- high net worth retail investors. Supported business functions span Schwab's Wealth ... and process compliment Schwab's WAS business, and their clients benefit from high availability Service Level Agreements for our applications. Exceptional… more
- EverBank (Springfield, IL)
- …is responsible for originating, structuring, and managing Life Premium Financing solutions for high - net - worth individuals (HNWIs) and ultra- high - net - ... is to deliver to our clients high -performing, high -yield solutions backed by exceptional service , always giving them the advantage they expect, to make… more
- Bank of America (Springfield, IL)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability...interact with banking customers, small business owners and higher net worth clients alike. You'll be able… more
- Nuveen Investments (Chicago, IL)
- …with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients that invest in the company's products. ... Customer Relationship Management system to ensure clients are receiving high quality customer service . + Partner with...ensure clients are receiving high quality customer service . + Partner with Distribution, Global Client Services, SMA… more
- BMO Financial Group (Barrington, IL)
- …Wealth Management firm with** **no less than** **7-10 years of experience** **managing** ** high net worth clients.** **Recognizing** **the** **importance of ... **There are sales** **targets linked to** **the** **position.** Provides high quality sales and service to investment...**the** **position.** Provides high quality sales and service to investment clients to deliver an exceptional client… more
- HUB International (Chicago, IL)
- …industry related continuing education training and courses. **Qualifications** + Experience working with high net worth insurance carriers is preferred. + ... large personal lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. + Prepares annual… more
- 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 ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day...we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your… more