- Bank of America (Chicago, IL)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and ... 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration;… more
- City National Bank (Chicago, IL)
- …MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' ... from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. *… more
- American Medical Association (Chicago, IL)
- …change in health care and the communities we serve. We encourage and support professional development for our employees, and we are dedicated to social ... collaboration with the VP Treasurer direct the cash management, investment , credit and collection functions of the Treasury area...in a prudent fashion. + Serve as a key advisor to the Corporate Treasurer in the formation of… more
- Edward Jones (Wilmette, IL)
- …by partnering together to serve existing clients at the direction of the Financial Advisor . Registered Branch Associates support the branch process in order to ... the branch team. **We'll give you training and the support you need, providing:** + Training which may include...resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when… more
- JPMorgan Chase (Chicago, IL)
- …trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax ... * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make recommendations regarding how… more
- Principal Financial Group (Chicago, IL)
- …client insights, and integrated workflows. + Design extensible UI components to support advisor workflows. + Ensure frontend/backend contract stability, API ... contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our… more
- Wellington (Chicago, IL)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...on the US Wealth market, with plans to expand support to Global Wealth and the Global Institutional business… more
- Bank of America (Northbrook, IL)
- …63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Wells Fargo (Bloomington, IL)
- **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... this role you will:** + Work with the Financial Advisor in providing clients with financial advice consistent with...Meet with clients to collect financial information + Assess investment profile and evaluate clients' financial needs. + Advise… more
- PNC (Chicago, IL)
- …in STEM OPT for this position. PNC Capital Advisors (PCA) is a Registered Investment Advisor (RIA) that specializes in managing taxable fixed income portfolios ... for institutional clients. Investment strategies range from liquidity and short duration through...Coordinate data and automation projects with technology partners. * Support business development and client service partners. * Conduct… more