- CIBC (Chicago, IL)
- …obtain income tax returns and other pertinent documentation related to the account Present new business opportunities to NTC or DTC's committee system for review ... including account fiduciaries, beneficiaries or other interested parties. Develop new business -related policies, procedures, documentation, controls and other… more
- Wells Fargo (Chicago, IL)
- …knowledge of fiduciary income tax + Demonstrated experience in growing fiduciary business and supporting financial advisors and private bankers to serve ... role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary...new Special Needs Trusts and securing future fee business via internal and external presentations, active participation in… more
- First National Bank of Omaha (Sugar Grove, IL)
- …based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment ... management, fiduciary advice, specialized asset management, full service financial planning...advice, specialized asset management, full service financial planning and business succession planning. Openings in multiple locations across the… more
- First National Bank of Omaha (Dekalb, IL)
- …and risk tolerance Develops networks with third party referral sources to develop new business . Partners with internal bank specialists to provide a full ... affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and… more
- BMO Financial Group (Chicago, IL)
- …client events, and professional networking opportunities to enhance visibility and attract new business . Qualifications & Experience: * Bachelor's degree in ... trusted advisor to high-net-worth individuals and families, addressing their fiduciary needs with expertise and discretion. * Proactively manage and strengthen… more
- KeyBank (Chicago, IL)
- …meeting or exceeding assigned individual sales goals which can include expanding existing client business , referrals and or new business growth. + In ... meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and… more
- Deloitte (Chicago, IL)
- …trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do ... practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax… more
- BlackRock (Chicago, IL)
- …with a variety of different model solutions for clients to choose from. ** Business Description** BlackRock's US Wealth Advisory business manages the firm's ... and fastest growing firms. (2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities… more
- BlackRock (Chicago, IL)
- …Investment products and resources + Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations + Embrace ... financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills...to work from home 1 day a week. Some business groups may require more time in the office… more