- 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 ... (COI), work with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax… more
- CIBC (Chicago, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Trust Advisor is a centralized role in the Fiduciary ... and administering all aspects of an assigned book of trust accounts. In this role, you will partner with...front office teams and provide centralized day to day trust administration support. You will address client inquiries in… more
- The Chicago Community Trust (Chicago, IL)
- Job Descriptions: Position Summary: The General Counsel serves as the principal legal advisor for The Chicago Community Trust and manages all its legal affairs. ... Serve as Corporate Secretary to the Executive Committee, the Trust 's governing board. + Act as advisor ...the Trust 's governing board. + Act as advisor to President, Executive Committee, and leadership team on… more
- Edward Jones (Evergreen Park, IL)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones… more
- Bank of America (Chicago, IL)
- Merrill Financial Solutions Advisor - Chicago Metro Market Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more
- Truist (Chicago, IL)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Edward Jones (Chicago, IL)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients… more
- Bank of America (Chicago, IL)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Thrivent Financial (Chicago, IL)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their… more
- Reynolds & Reynolds (Chicago, IL)
- …in the automotive industry.As a Parts Manager - Service Manager - Service Advisor your primary focus will be to establish professional relationships with customers ... customers become successful in the different areas of the dealership, you will build trust that will further drive consulting services sales. If you are looking for… more
- CIBC (Chicago, IL)
- …a full-service experience to our high-net-worth clients. As a Client Service Advisor , you'll foster strong relationships with clients, support their banking and ... true self to work and embody CIBC's values of trust , teamwork, and accountability. _*Subject to plan and program...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
- Publicis Groupe (Chicago, IL)
- **Overview** **How You'll Make an Impact** The Senior Advisor , Account Management - Digital is an individual contributor role responsible for owning and driving ... and foster a culture of connection and belonging. + **Empower with accountability.** We trust each other to own and deliver on common goals. **Because You Matter**… more
- US Bank (Oak Lawn, IL)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the… more
- WTW (Chicago, IL)
- …arrest and conviction records. **If the position allows for flexible working:** At WTW, we trust you to know your work and the people, tools and environment you need ... on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to… more
- BMO Financial Group (Chicago, IL)
- We are seeking an experienced trust officer with 5+ years of trust administration experience to work in one of our downtown or suburban Chicago offices as a ... individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the administration of fiduciary accounts.… more
- Charles Schwab (Chicago, IL)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that ... is to work through client's sophisticated needs in Tax, Trust , and Estates that among other things that could...Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped… more
- Capgemini (Chicago, IL)
- …sales process, crafting compelling win themes, and engaging with C-level executives to establish trust and become a valued advisor . This role requires a deep ... business objectives and challenges. + Serve as a trusted advisor by providing expert guidance on how Oracle SaaS...+ Be seen by the client as a trusted advisor . Develop positive relationships and regular contact with key… more
- CIBC (Chicago, IL)
- …Work closely with management to promptly resolve any concerns that may arise and build trust . + Serve as a business advisor and partner by providing the business ... self to work, and you live our values - Trust , teamwork, and accountability. California residents - your privacy...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
- Cognizant (Chicago, IL)
- …business development and sales, storytelling, and client/account management - serving as a strategic advisor and building trust over time. You may have come from ... the story, the structure of the deal, and pricing/profitability. 1. Be a trusted advisor to your clients - you'll actively seek to establish relationships with key… more
- Cognizant (Chicago, IL)
- …business development and sales, storytelling, and client/account management - serving as a strategic advisor and building trust over time. You may have come from ... the story, the structure of the deal, and pricing/profitability. 3. Be a trusted advisor to your clients - you'll actively seek to establish relationships with key… more