- Raymond James Financial, Inc. (Springfield, IL)
- …Head of Research and Due Diligence, Product Gatekeepers and Platform Heads. + Expand investment exposure within the RIA channel by placing RJIM ETFs and Funds ... professional with established, meaningful relationships across professional buyers in the RIA marketplace. They should be well-known and respected by key… more
- Neuberger Berman (IL)
- The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives ... focus cities include Chicago, Detroit, Minneapolis, Milwaukee, and Columbus. The RIA Client Advisor must possess excellent interpersonal, organizational, and… more
- PNC (Chicago, IL)
- …may be performed remotely, at the manager's discretion. PNC Capital Advisors (PCA) is a Registered Investment Advisor ( RIA ) that specializes in managing ... taxable fixed income portfolios for institutional clients. Investment strategies range from liquidity and short duration through...the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage… more
- Guardian Life (Springfield, IL)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- BlackRock (Chicago, IL)
- …**Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through ... USWAs mandate is to deliver One BlackRock to third-party intermediaries like RIA 's and Financial Advisors from wirehouse, regional and independent firms.** **Role(s)… more
- Cengage Group (Chicago, IL)
- …software, preferred + Experience with tax research and tax research software ( RIA Checkpoint, CCH, BNA), preferred Cengage Group is committed to working with ... broad talent pools to attract and hire strong and most qualified individuals. Our job applicants are considered regardless of race, national origin, religion, sex, sexual orientation, genetic information, disability, age, veteran status, and any other… more
- Wipfli LLP (Rockford, IL)
- …Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software ( RIA ), and Go File Room is strongly desired + Manufacturing and ... retail distribution experience required Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (https://www.linkedin.com/in/bridgette-kahny/) page to connect! #LI-BK1 #LI-hybrid Additional Details Additional… more
- Wipfli LLP (Lincolnshire, IL)
- …Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software ( RIA ), and Go File Room is strongly desired Amanda Feltner, from ... our recruiting team, will be guiding you through this process. Visit herLinkedIn (https://www.linkedin.com/in/amandaafeltner/) page to connect! #LI-Hybrid #LI-AF1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action… more
- Deloitte (Chicago, IL)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a...Experience with tax technical research (eg, CCH, Hein, Lexis, RIA , etc.) + Experience with Federal or State and… more
- Deloitte (Chicago, IL)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +...Experience with tax technical research (eg, CCH, Hein, Lexis, RIA , etc.) + Experience with Federal or State and… more