- JPMorgan Chase (Wheaton, 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
- 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
- Grant Thornton (Downers Grove, IL)
- …spanning the US, Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by ... in evaluating new opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that is subject to independence… 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
- 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
- Edward Jones (Mendota, IL)
- …required; Bachelor's degree preferred + 3-5 years of relevant experience in securities /financial services industry preferred + Series 7 and Series 66 ... ** Client advocate. Skilled communicator. Problem solver. Does that...apply legal and regulatory requirements related to selling financial solutions + Work independently with strong problem solving, critical… more
- Edward Jones (Carbondale, IL)
- …One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones ... administrator to help you run your branch. World-class products, services and support. And the stability of a firm...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Citigroup (Northbrook, IL)
- … brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home ... other financial solutions . This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. +… more
- Wellington (Chicago, IL)
- …that span nearly all segments of the global capital markets. Our investment solutions , tailored to the unique return and risk objectives of institutional clients in ... our Legal team as Counsel. This role will provide legal coverage for client -facing distribution activities, focusing largely on the US wealth channel and related… more
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