- Jump District - Northwestern Mutual (Decatur, IL)
- …support. Since our founding just five years ago, we’ve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team ... Illinois State University in Bloomington—a day of teamwork and service we are proud to support. With a proven...Growth. In just five years, we've grown from a one- advisor startup to a dynamic, full-scale team … more
- Damon Priddy - State Farm Agent (Springfield, IL)
- … advisor to join our team . As a New Business Advisor , you’ll turn opportunities into long-term client relationships by understanding customer needs, ... been simple — to protect Springfield-area families and businesses with a level of service that truly sets the standard. As a leading State Farm agency, we combine… more
- Wipfli LLP (Lincolnshire, IL)
- … service teams and multiple projects in a fast-paced and interactive team environment. + Exceptional client service and communication skills with ... in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving...+ Utilize tax technology tools to enhance efficiency and client service . Knowledge, Skills and Abilities Qualifications:… more
- PELOTON Workforce Inc. (St. Charles, IL)
- …with tax documents and any other financial documents. Responsibilities Assists the lead advisor as a “ Client Relationship Manager,” which includes answering ... questions about investment issues, processing simple investment requests, documenting client communications Assists the lead advisor with technical investment… more
- Niemeyer Agency - Knights of Columbus (Bloomington, IL)
- …Discipline: The focus, determination, and resilience ingrained through military service are invaluable when building meaningful member relationships and achieving ... an Insurance Agent, your role centers on building strong client relationships and understanding their protection goals. You’ll provide...a clear growth path from Insurance Agent to Financial Advisor , allowing you to expand your expertise and offer… more
- Niemeyer Agency - Knights of Columbus (Bloomington, IL)
- …the organization’s nonprofit status, we are seeking Catholic men to join our team of financial services professionals, helping us continue our mission of service ... impactful video about why you should consider becoming an Advisor with the Knights of Columbus – A Career...database of approximately 1,000 Catholic families to jumpstart your client base, eliminating the need to rely on personal… more
- FleishmanHillard (Chicago, IL)
- …who knows how to drive business outcomes. You help nourish and foster the strategy team , with an eye for personal interests and growth needs of the agency. You are ... a trusted advisor with key senior clients, strategy lead for accounts...Bend the World work. + Proactively act as a client steward and brand guardian, sounding the alarm when… more
- All About Personnel (Elk Grove Village, IL)
- …and skill needs. Partner with recruiters and branch leaders to deliver on client expectations and ensure service excellence. Track sales activity and maintain ... drives performance, and how to position yourself as a trusted workforce advisor . What You’ll Do Develop new business relationships through research, outreach, and… more
- BMS CAT (Wood Dale, IL)
- …delivery excellence. + Structure annual reviews, performance audits, and carry out client satisfaction initiatives. + Influence service levels and contract terms ... several thousand dollar residential losses and everything in between. We are a team built on high energy, high performing individuals who work together to maintain… more
- CIBC (Chicago, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Advisor Team Lead within CIBC ... Private Banking, you'll provide leadership, oversight, and operational consistency across the Client Service Advisor team . You'll ensure client … more
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