- UMB Bank (Rockford, IL)
- …The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth ... strategy that aligns with the client's objectives. This role...process with clients. + Deliver wealth, financial planning, insurance, investment , and estate planning advice to clients, as assigned.… more
- Zurich NA (Schaumburg, IL)
- …level of responsibility, ownership, and ability to influence strategic decisions + Investment in upscaling modeling data modeling capabilities + The opportunity to ... Facing and Technical Underwriters on pricing decisions + Improve portfolio monitoring, develop effective premium / rating structures, and...we insure 90% of the Fortune 500(R). Our growth strategy is not limited to our business. As an… more
- Cherry Bekaert (Springfield, IL)
- …needs to be developing a sustainable financial plan. + Help secure private investment commitments and a strategy for long-term financial viability. + Actively ... square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%,… more