- 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)
- …or participate in STEM OPT for this position. 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
- 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
- Wipfli LLP (Rockford, 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
- 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)
- …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
- 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 ... 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification +… 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 ... and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of… more
- Wipfli LLP (Lincolnshire, IL)
- …and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters. + Preparing written ... deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters. + Responding to internal and external client and firm associate requests in a timely,… more