- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) to join the Special Needs Trust Services team as part of ... include Mid-Central states into the South. **Required Qualifications:** + 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a… more
- Wipfli LLP (Chicago, IL)
- …attendance. Responsibilities Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax ... returns. + Lead day-to-day client relationships, supporting partners with service execution...engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement… more
- Truist (Chicago, IL)
- …advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more