- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) to join the Special Needs Trust Services team as part of ... include Mid-Central states into the South. **Required Qualifications:** + 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a… more
- Wipfli LLP (Chicago, IL)
- …attendance. Responsibilities Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax ... returns. + Lead day-to-day client relationships, supporting partners with service execution...engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement… more
- Truist (Chicago, IL)
- …advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- Trinity Health (Berwyn, IL)
- …with THS Regional Managers and RHM stakeholders. Works with all levels of senior leadership and management teams at RHMs and within the region. Develops and ... Mission, Vision, and Values in behaviors, practices, supports and endorses senior leadership decisions, goals, objectives, and strategies. Oversees the day-to-day… more