- Edward Jones (Oregon, IL)
- **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we ... critical member of that team along with the financial advisor . You are the first voice a client hears...them coming a mile away. You and your financial advisor are essential in working together to help your… more
- Raymond James Financial, Inc. (Chicago, IL)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Capgemini (Chicago, IL)
- …and engaging with C-level executives to establish trust and become a valued advisor . This role requires a deep understanding of Oracle's SaaS offerings, exceptional ... opportunities at accounts. Own and develop the long-term client relationship on behalf of Capgemini. Provide the necessary direction...business objectives and challenges. + Serve as a trusted advisor by providing expert guidance on how Oracle SaaS… more
- Lumen (Springfield, IL)
- …governance to include share pool, burn rate, overhang and dilution. Manage the relationship and ensure the accuracy of data with our third-party equity platform ... with SEC regulations and disclosure requirements. Stay abreast of proxy advisor trends and shareholder expectations, global tax requirements, and financial reporting… more
- Bank of America (Chicago, IL)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business… more
- Raymond James Financial, Inc. (Loves Park, IL)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client Relationship… more
- First National Bank of Omaha (Dekalb, IL)
- …business needs. **Summary of the Job:** The Sr. Trust Associate role is a relationship management role that will work closely to help families identify and meet ... necessary duties consistently and reliably to meet expectations and expand the relationship with product/service offerings. Foster the relationship and perform… more
- Zurich NA (Chicago, IL)
- …to clients and internal stakeholders. The consultant acts as a trusted advisor , helping clients optimize their risk management programs and minimize their total ... and recommendations by working closely with business stakeholders eg, global relationship leaders, underwriters, risk engineers and claims service executives. +… more
- Amazon (Chicago, IL)
- …foster a technical community of SMEs. Key job responsibilities - Customer Advisor . Guide technical and business decision-makers through their Generative AI and ... AWS AI/ML Services to address their requirements. - Product Advisor . Act as technical liaison between customers and our...Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of… more
- Bank of America (Northbrook, IL)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more
Recent Jobs
-
CMA - Certified Medication Assistant - FT Evenings
- Good Samaritan (Hutchinson, KS)