- Fifth Third Bank, NA (Chicago, IL)
- …Highly developed sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) West Loop - ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint… more
- World Insurance Associates, LLC. (Chicago, IL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services… more
- World Insurance Associates, LLC. (Crown Point, IN)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- World Insurance Associates, LLC. (Chicago, IL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed… more
- World Insurance Associates, LLC. (Chicago, IL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...run with us. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and… more
- CoStar Realty Information, Inc. (Chicago, IL)
- Sales Executive - LoopNet - Chicago Job Description Company Overview **CoStar Group (NASDAQ: CSGP)** is a leading global provider of commercial and residential real ... about LoopNet (https://www.loopnet.com/solutions/about-us?site\_tag=USA) . Position Overview As a **Sales Executive ** with LoopNet you will be part of a… more
- JPMorgan Chase (Chicago, 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 ... + Proven judgment and problem-resolution skills. + Ability to understand new investment products, Advisor / Banker compensation plans, firm wide policies,… more
- JPMorgan Chase (Chicago, IL)
- …& Investment Bank, you will be responsible for overseeing financial performance reporting across business units and client relationship management teams, driving ... by leading strategic initiatives and serving as a trusted advisor to Business and Group Heads. As a Business...budget processes, facilitating leadership reviews, and managing executive ad-hoc requests. This dynamic role offers the opportunity… more
- JPMorgan Chase (Chicago, IL)
- …and financial planning + Exceptional written skills and strong executive communications experience + Series 7, Series 66 required **Preferred qualifications, ... + Deliver key practice management concepts and tools to financial advisors and field leadership + Serve as a...partners in the division and region to support new advisor initiatives and updates + Operate as subject matter… more
- Microsoft Corporation (Chicago, IL)
- …implementation, and consumption of Microsoft's and partner's services. Conducts ongoing executive mapping exercises to ensure alignment across key internal and ... in developing, sharing, and promoting mutually beneficial, long-term, customizable joint investment plans to grow sales and partner impact, leveraging deep… more
- Ankura (Chicago, IL)
- …creation. Role Overview The Senior Managing Director - Valuations is a senior executive role within Ankura's TAS practice. This leader will be responsible for ... million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on… more
- Fifth Third Bank, NA (Chicago, IL)
- … sales and referral goals as set by management, working in partnership with Investment Executive . + Initiate and maintain customer and prospect contact through a ... the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the… more
- ServiceNow, Inc. (Chicago, IL)
- …allow them to achieve the relevant business case for new or continued investment in ServiceNow. Lead discovery and prioritize workloads as account teams demand ... change. 2. ** Financial acumen and value engineering:** Collect and apply available...and qualitative value for the customers' new or existing investment in ServiceNow. Articulately deliver the business case to… more
- Deloitte (Chicago, IL)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Chicago, IL)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Chicago, IL)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- BMO Financial Group (Chicago, IL)
- …accountabilities** + Provides strategic input into business decisions as a trusted advisor . + Applies expertise and thinks creatively to address unique or ambiguous ... state (eg, industry trends, benchmarks) and inform future state priorities (eg, financial modelling, best practices) + Develops business cases by identifying needs,… more
- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- World Insurance Associates, LLC. (Crown Point, IN)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people… more
- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more