- City National Bank (Chicago, IL)
- …* Master's Degree * A minimum of 10 years of investment management experience * FINRA Series 7 and 66 licenses (or ability to obtain) *WHAT'S IN IT FOR YOU?* ... *PORTFOLIO MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve… more
- Bank of America (Chicago, IL)
- …Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (Chicago, IL)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an… more
- Wells Fargo (Chicago, IL)
- …management experience + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 24 examinations (or FINRA recognized equivalents) ... Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to: +...excellence designed to: + Shorten the distance between the client request and the product or service delivery +… more
- Fifth Third Bank, NA (Chicago, IL)
- …writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers. Responsible and accountable for risk by openly ... recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE & SKILLS REQUIRED:. 7 - 10 years of experience in Banking, Investment Banking, or Capital… more
- JPMorgan Chase (Chicago, IL)
- …achieve their financial goals. Required qualifications, capabilities, and skills: * A valid and active Series 7 * A valid and active Series 66 (63/65) ... appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by… more
- Bank of America (Chicago, IL)
- …development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Veterans Affairs, Veterans Health Administration (Danville, IL)
- …unrestricted license from any US State or territory Work Schedule: Monday - Friday, 7 :30am - 4:00pm Telework: Not Available Virtual: This is not a virtual position. ... be required to complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued dentification cards that… more
- Veterans Affairs, Veterans Health Administration (Hines, IL)
- …and improve the quality of healthcare services. Work Schedule: Monday - Friday, 7 :30am - 4:00pm VA offers a comprehensive total rewards package: VA Nurse Total ... be required to complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued dentification cards that… more
- Bank of America (Northbrook, IL)
- …Improvement + Account Management + Process Simplification + Reporting **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all state ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more