- Bank of America (Northbrook, IL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- BMO Financial Group (IL)
- The Talent Sourcing & Intelligence Partner excels in relationship management , collaborating effectively with internal partners and stakeholders, is tech savvy, ... results and/or minimize risk. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to...- $138,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- IBM (Chicago, IL)
- …when it comes to cutting-edge solutions for customers embarking on their financial and digital transformation journey. We recruit candidates who are Smart, Driven, ... use a mix of consultative skills, business knowledge, leadership experience and relationship building acumen to effectively grow our business model and footprint in… more
- BankFinancial (Downers Grove, IL)
- …point of contact for existing clients in partnership with the assigned relationship manager . + Maintains contact with existing clients, beneficiaries, and ... and Microsoft Office skills. Licenses/Certificates/Registrations Certified Trust and Fiduciary Advisor certification (CTFA) and/or Certified Financial Planner… more
- Fannie Mae (Chicago, IL)
- …with and influencing clients. * Experience with building trusted advisor relationships. Desired Experience * In-house legal department experience, including ... including communicating in writing and making oral presentations. * Relationship management skills, including engaging with clients, outside counsel, opposing… more