- Principal Financial Group (Chicago, IL)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer… more
- Principal Financial Group (Chicago, IL)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Fannie Mae (Chicago, IL)
- …low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration ... to ensure risk is mitigated and objectives are met within appropriate credit, investment and regulatory guidelines. * Coordinate with internal and external teams to… more
- Principal Financial Group (Chicago, IL)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- Fannie Mae (Chicago, IL)
- …negotiating and closing complex commercial real estate finance and investment transactions. * Experience representing investors, developers, or syndicators in ... with and influencing clients. * Experience with building trusted advisor relationships. Desired Experience * In-house legal department experience, including… more
- Sands Investment Group (Chicago, IL)
- …real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a ... Description: Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Fifth Third Bank, NA (Chicago, IL)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor ) Downtown Chicago At Fifth Third, we ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- Navy Federal Credit Union (Schaumburg, IL)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- JPMorgan Chase (Evanston, IL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- JPMorgan Chase (Lake Zurich, IL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
- BlackRock (Chicago, IL)
- …(or progress toward completion) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative Investment Specialists… more
- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… more
- JPMorgan Chase (Chicago, IL)
- …Advisors and business leaders on core HR activities. As a Human Resources Business Advisor in Global Investment Banking, you will help deliver the end-to-end ... dynamic Human Resources Team as a Human Resources Business Advisor (HRBA), where you will play a crucial role...executing strategic HR priorities and supporting clients across Global Investment Banking. As the primary relationship manager and the… more
- Citigroup (Chicago, IL)
- …asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net ... Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and highly accomplished… more
- PNC (Chicago, IL)
- …in STEM OPT for this position. PNC Capital Advisors (PCA) is a Registered Investment Advisor (RIA) that specializes in managing taxable fixed income portfolios ... for institutional clients. Investment strategies range from liquidity and short duration through...Bank. The ideal candidate will: * Monitor and analyze investment risks and exposures for 23-person portfolio management team.… more
- Bank of America (Northbrook, IL)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (Hanover 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...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- Bank of America (Elmhurst, IL)
- Advisor Development Program - Financial Solutions Advisor Trainee - Elmhurst North Financial Center Elmhurst, Illinois **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Elmhurst/ Advisor -Development-Program Financial-Solutions- Advisor -Trainee Elmhurst-North-Financial-Center\_25021235) **Job Description:** As an… more
- Bank of America (Lake Forest, IL)
- Financial Solutions Advisor - Registration Candidate - Lake Forest, IL Lake Forest, Illinois **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Forest/Financial-Solutions- Advisor Registration-Candidate Lake-Forest--IL\_25040419-1) **Job Description:** At Bank of America,… more
- TIAA (Chicago, IL)
- **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with advisors in ... a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert… more
