- Fidelity TalentSource LLC (Chicago, IL)
- …Worth Representative\u00A0We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Chicago Metro area! ... from home capability to support our clients remotely.\u00A0 The\u202FPurpose\u202Fof Your Role\u00A0As a High Net Worth Representative, you will be focused… more
- Fidelity TalentSource LLC (Naperville, IL)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious ... total rewards package, including a stable base salary, to recognize associate achievements. And our\u202Fbenefit programs\u202Fare designed to help you and your… more
- Morgan Stanley (Oak Brook, IL)
- …Market Manager in driving corporate marketing initiatives to help increase market share in High Net Worth households. *Education and/or Experience* * At ... *POSITION SUMMARY:* The Associate Market Manager plays a key role in...service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management,… more
- Robert Half Finance & Accounting (Chicago, IL)
- …We're a fast-growing and dynamic investment firm focused on the intersection of high - net worth individuals and alternative investments, is looking for ... about one where the company values your time? A high -end firm that was just rated one of the...in Chicago just created a new Private Equity Senior Associate position. Which may seem pretty standard until you… more
- Manulife (Chicago, IL)
- …partners which include insurance companies, endowments, corporate pension plans, family offices and high net worth individuals. Additional information on MIM ... will support the firms effort to construct and lead high quality, diversified senior loan portfolios that exceed market...of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Prepare individual, trust, and partnership federal and state income tax returns for ultra- high - net - worth families + Prepare tax projections and calculations ... Chicago Summer. You know what else is awesome? A high -paying job that respects your work-life balance so you...to promote from within. The Senior Tax & Accounting Associate will provide tax compliance and accounting support to… more
- BMO Financial Group (Chicago, IL)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... loan repayment, loan structure, etc. + Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. + Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …tax returns for partnerships, S-corporations/C-corporations, trusts, estates, foundations, gift tax, and high - net worth individuals + Prepare and organize ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An Equal Opportunity Employer.… more
- Founder's CPA (Chicago, IL)
- …and individual tax returns with a strong focus on individual tax for founders and high net worth individuals + Managing, developing, and mentoring members of ... members and clients have to say about us here (https://5524996.fs1.hubspotusercontent-na1. net /hubfs/5524996/About%20FCPA%20-%20Job%20Postings%20-%2009.2023.pdf). What You'll Do As a member of our… more
- Founder's CPA (Chicago, IL)
- …and individual tax returns with a strong focus on individual tax for founders and high net worth individuals + Managing, developing, and mentoring members of ... of our team, you will provide tax services to our clients and manage our senior associate and associate level tax team members. Duties will include, but are not… more
