- Bank of America (O Fallon, IL)
- Financial Solutions Advisor - Consumer Investments - Greater St. Louis Market Saint Louis, Missouri;O Fallon, Illinois; Saint Louis, Missouri **Job Description:** At ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Huntington National Bank (Hinsdale, IL)
- …as assigned. Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses ... long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover… more
- CIBC (Chicago, IL)
- …Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post- Sales Support, Product Knowledge, Transaction Banking ... a full-service experience to our high-net-worth clients. As a Client Service Advisor , you'll foster strong relationships with clients, support their banking and… more
- CIBC (Chicago, IL)
- …Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post- Sales Support, Product Knowledge, Transaction Banking ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Trust Advisor is a centralized role in the Fiduciary Center of… more
- BMO Financial Group (Chicago, IL)
- Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk ... maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of… more
- BMO Financial Group (Rolling Meadows, IL)
- We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, ... and High Net Worth clients in the area. Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client… more
- BlackRock (Chicago, IL)
- …**Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through ... to our continued phenomenal growth, we are actively seeking senior, client-facing sales professionals with a proven successful track record of engaging with… more
- BlackRock (Chicago, IL)
- …fund wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned… more
- World Insurance Associates, LLC. (Chicago, IL)
- … advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client ... a focus on commercial accounts + Engage in all sales and marketing tactics (with extensive corporate marketing support)...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- JPMorgan Chase (Chicago, IL)
- …span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire ... their generational wealth management needs. As a Vice President Sales Practice Manager within JP Morgan Wealth Management, you...impact to more than one customer, more than one advisor , a region and/or national impact. + Overall work… more