- First National Bank of Omaha (Sugar Grove, IL)
- …existing customers. + Client Relationship Management: Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning ... to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of … more
- PNC (Champaign, IL)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in Champaign, IL. ... and helping our advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for… more
- Edward Jones (Springfield, IL)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- JPMorgan Chase (Chicago, IL)
- …commitment to diversity and inclusion. As a Summer Analyst in the Financial Advisor Development Program (FADP), you will take part in a nine-week introduction to ... our business. Our Summer Internship Program is designed to deepen your investment knowledge and skills through hands-on experience. You'll have access to training… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... throughout the world. **Job Summary** As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible for… more
- City National Bank (Springfield, IL)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... client profiling and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of solutions using… more
- JPMorgan Chase (Chicago, IL)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal...financial plan for each client, and match clients with investment portfolios that are designed and managed by JP… more
- Huntington National Bank (Chicago, IL)
- Description Job Summary: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
- Citigroup (Chicago, IL)
- …asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net ... Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and highly accomplished… more