- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE ...segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business ... provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University… more
- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... for offering personalized advice and wealth management related to Special Needs Trusts for HNW...with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,… more
- Bank of America (Chicago, IL)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to...registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT… more
- BMO Financial Group (Hoffman Estates, IL)
- …establish best practices. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client solutions.** **U.S. Only:** This… more