- Fifth Third Bank, NA (Chicago, IL)
- …business and/or individual performance. More information can be obtained upon request. #LI-ML1 Investment Executive ( Financial Advisor ) Downtown Chicago ... external client relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly developed sales and… more
- Federal Reserve Bank (Chicago, IL)
- …in its policy-related + responsibilities. + Serve as a trusted institutional advisor , helping navigate internal dynamics and executive committee relationships ... Senior Official Code of Conduct (https://www.chicagofed.org/utilities/about-us/ financial -disclosures) + https://www.federalreserve.gov/monetarypolicy/files/FOMC\_InvestmentPolicy.pdf + https://www.federalreserve.gov/aboutthefed/faqs-fomc-officials-… 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
- JPMorgan Chase (Chicago, IL)
- …across JPMorgan Securities on utilizing life insurance solutions to meet client investment , wealth transfer and income planning needs around the Goals Based Advice ... tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged… 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
- JPMorgan Chase (Chicago, IL)
- …preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of ... acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Act as a… more
- Bank of America (Chicago, IL)
- …when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with ... supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial… more
- GE HealthCare (Chicago, IL)
- …their staff to fully own $60M+ of annual costs and support decision-making as their financial advisor . + Work with Advanced Technology GMs and their staff to ... supports GEHC's World-Wide Product Planning (WWPP), a critical component in R&D investment decisions. This hybrid position is based in Chicago, co-located with FP&A… more
- Fifth Third Bank, NA (Portage, IN)
- … 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
- Abbott (Chicago, IL)
- …speak in public, and adapt to rapidly changing environments is a must. + Executive level business and financial acumen, strong team leadership skills, and ... you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent… 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)
- …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
- 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
- Meta (Chicago, IL)
- …Client Partner Responsibilities: 1. Strategic account planning to drive step-change investment growth 2. Cultivate executive relationships externally as well ... Success in this position will consist of driving meaningful revenue growth, developing executive client influence and being able to plan and lead long term vision… 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
- JPMorgan Chase (Chicago, IL)
- …for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… 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
- Abbott (Abbott Park, IL)
- …in public, and adapt to rapidly changing environments is a must. + Executive -level business and financial acumen, strong team leadership skills, and knowledge ... the career you dream of. + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings plan with a high employer… 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