- Bank of America (Chicago, IL)
- …including termination. **Investment Management Specialists** are responsible for supporting the Financial Advisor (s) and/or Advisor Team(s) overall ... Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support SAFE ACT Registration +… more
- WSP USA (Chicago, IL)
- …client engagement, and talent development within the organization. + **Strategic and financial leadership:** The National Planning Leader will provide strategic ... financial leadership by defining and executing a national vision for planning, managing growth and performance, and...**Client & Stakeholder Engagement** + Serve as a trusted advisor to strategic clients, offering future-ready solutions … more
- City National Bank (Chicago, IL)
- … financial services companies. To learn more about City National and our dynamic company culture, visit us at [About Us](https://www.cnb.com/about-us.html). ... * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership...to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point… more
- JPMorgan Chase (Chicago, IL)
- …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth ... capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Huntington National Bank (Chicago, IL)
- …customer relationships, idea generation, strategic business discussions, risk management, financial products and solutions , industry observations, and other ... services through cross-sell partners and acts as a trusted advisor to our client's management team. The trusted ...closing, servicing, and structuring a wide range of customized financial services products. + 3 or more years of… more
- Deloitte (Chicago, IL)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive tax C&I services. If you… more
- World Insurance Associates, LLC. (Chicago, IL)
- …executive benefits, investment advisory and retirement plan services, and payroll & HR solutions . As a Personal Lines Private Client Advisor , your primary ... risk management solutions . Compensation As a Personal Lines Private Client Advisor , your compensation is directly tied to your effort and performance. We offer… more
- World Insurance Associates, LLC. (Chicago, IL)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... World Insurance Associates ("World") is a unique financial services organization with a global network of...niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with… more
- Bank of America (Wheaton, IL)
- …of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist ... passion, commitment and drive to deliver an experience that improves our clients' financial lives + Confident in identifying solutions for helping new and… more
- AON (Chicago, IL)
- …end-to-end real estate transactions, and ensure alignment with Aon's business objectives and financial targets. Aon is in the business of better decisions At Aon, we ... Discover opportunities for portfolio consolidation, expansion, and flexible workspace solutions . + Supervise space utilization, occupancy planning, and workplace… more