- Fifth Third Bank, NA (Addison, IL)
- …developed sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Western Suburbs - ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… more
- Google (Chicago, IL)
- Account Executive , Financial Services _corporate_fare_ Google _place_ Chicago, IL, USA **Mid** Experience driving progress, solving problems, and mentoring more ... advertisers, agencies, or clients. **Preferred qualifications:** + Experience building trusted- advisor relationships with C-level executives, and managing multiple projects,… 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. (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...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...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
- CVS Health (Buffalo Grove, IL)
- …analysis, digital data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to product teams and ... by participating in key Business Unit leadership meetings, operating reviews and investment meetings + Set the product strategy and find resolutions in partnership… 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
- Elevance Health (Chicago, IL)
- …We are searching for a highly strategic, analytically rigorous, and executive -savvy **Senior Strategy Consulting Director** to join our Digital Platforms and ... will make an impact:** + Designs, authors, and refines high-impact executive presentations articulating enterprise-wide AI and digital platform initiatives that… 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
- 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
- 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)
- …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
- 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