• Senior Wealth Advisor

    Citigroup (River Forest, IL)
    The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:**… more
    Citigroup (10/22/24)
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  • Sr. Wealth Advisor

    Truist (Chicago, IL)
    …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
    Truist (09/25/24)
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  • Wealth Management Specialist - NPD

    Bank of America (Northbrook, IL)
    …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Wealth Management Specialist - NPD Northbrook, Illinois **Job...registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT… more
    Bank of America (10/01/24)
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  • Manager, Asset Management International Tax

    KPMG (Chicago, IL)
    …for as a firm KPMG is currently seeking a Manager/ Senior Manager to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice. ... Responsibilities: + Serve as an international tax advisor to financial services clients with a focus on...on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + Assist… more
    KPMG (09/19/24)
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