- Citigroup (Arlington Heights, IL)
- …through business partners and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations and ... + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and financial… more
- Bank of America (Chicago, IL)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... They deliver a full range of investment products and services across the enterprise ensuring alignment to client...Verification and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions… more
- Thrivent Financial (Bloomington, IL)
- …is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately ... with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center...on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable and achievable… more
- Bank of America (Chicago, IL)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates...negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE),… more
- JPMorgan Chase (Chicago, IL)
- …brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive ... service . You will take a lead role in acquiring,...with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make… more
- Wells Fargo (Chicago, IL)
- …Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... to) years of experience, complement of clients serviced, banking services and options of various clients, and client...+ 3+ years of experience in a licensed financial services position + Customer service focus with… more
- Citigroup (Chicago, IL)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time… more
- BMO Financial Group (IL)
- …reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first ... This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice… more
- JPMorgan Chase (Chicago, IL)
- … client needs, initiating trades in the capital markets, and completing service -oriented transaction + Document all client interactions and meeting all ... for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As… more
- US Bank (Glen Ellyn, IL)
- …due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and ... of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services , including credit… more