- Bank of America (Chicago, IL)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... This **Elite Growth Practice (EGP) Relationship Manager** is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing… more
- Deloitte (Chicago, IL)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... Senior - National Tax Accounting Group (NTAG) Do you have...tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment?… more
- Deloitte (Chicago, IL)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... Manager - National Tax Accounting Group (NTAG) Do you have...tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment?… more
- City National Bank (Springfield, IL)
- …business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, ... 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).… 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
- Bank of America (Chicago, IL)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring...in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals… 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 (Chicago, IL)
- …Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- Wells Fargo (Chicago, IL)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
- Bank of America (Oak Park, 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