- Cherry Bekaert (Elgin, IL)
- …of complex individual and partnership returns + Build and serve our partnerships and high net - worth individuals with estate, gift and trust tax planning ... services to our clients for over 70 years. We are seeking a **Tax Manager ** to support our Chicago Metro market. The successful candidate will manage the client's… more
- Citigroup (Chicago, IL)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… 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
- Pinkerton (Chicago, IL)
- …including advance planning, surveillance and counter surveillance operations, and security driving for high net - worth clients. The PERC License and the ... join our family of industry subject matter experts. The Executive Protection Manager is responsible for providing for the welfare, physical protection, and security… more
- Deloitte (Arlington Heights, IL)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
- Bank of America (Chicago, IL)
- …**Job Description:** Responsible for delivery of integrated credit solutions to corporate and high net worth clients. Partner closely with client-facing ... credit worthiness and appropriate credit product solutions + Analyzing High Net Worth Individuals' financial...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… 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 ... interact with banking customers, small business owners and higher net worth clients alike. You'll be able...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Chicago, IL)
- …SCU performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... Beach, California; Atlanta, Georgia; Pasadena, California; Dallas, Texas; Fort Worth , Texas; Charlotte, North Carolina; Miami, Florida; Chicago, Illinois **Job… more
- BMO Financial Group (Naperville, IL)
- …excel in sales and relationship management, boasting a robust network of COIs, Business Owners, and High Net Worth clients in the area. Come Join the 8th ... to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation business… more
- BMO Financial Group (Chicago, IL)
- Provides wealth planning (advanced financial planning) guidance and counsel to the High Net Worth (HNW) client segment. Works collaboratively in partnership ... experience, from discovery to financial planning analysis, development of high value wealth plans and recommendations, to coaching/assisting with presentations… more