- Empower (Chicago, IL)
- …FINRA Series 65 required FINRA fingerprinting required Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, ... area and is excited to meet with clients in person, when needed. The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential member of a… more
- Midland States Bank (Chicago, IL)
- …is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties ... Position Title: Wealth Advisor Locations: Chicago_IL Time Type: Full time...and clients of the Bank to market financial planning, trust and investment management services, as well… more
- JPMorgan Chase (Chicago, IL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... JP Morgan Asset & Wealth Management , with client assets of...brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global ... Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Chicago, IL)
- …Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and completing ... a variety of sub-specialty areas including state taxation of trusts , GST, estate tax, tax-exempt trusts...France, Israel, etc.) and US tax reporting for foreign trusts . As a Trusts and Estates… more
- US Bank (Chicago, IL)
- …PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, ... at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and...their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,… more
- KeyBank (Chicago, IL)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works...and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as… more
- Deloitte (Chicago, IL)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.… more
- CIBC (Chicago, IL)
- …degree and a minimum of 2-3 years' experience in a private/personal/commercial banking or wealth management role, OR in lieu of a degree, a combined minimum ... a minimum of 2-3 years' experience in a private/personal/commercial banking or wealth management role. + **You're detail-oriented.** Strong organizational skills… more
- BMO Financial Group (Hoffman Estates, IL)
- …and refers business opportunities to key partners, including Commercial Banking and Wealth Management , to deliver holistic client solutions.** **U.S. Only:** ... as well as restrictions on performing in a real estate agent capacity. + Develops and executes a market...data insights inform business decision making. + Coordinates the management of databases; ensures alignment and integration of data… more
- JPMorgan Chase (Chicago, IL)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- KeyBank (Chicago, IL)
- …serve as the lead advisor for a large and complex UHNW family * Establishes deep trust and confidence with Family Wealth clients while to position the team as ... FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible...Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families * Excellent interpersonal… more
- Anywhere Real Estate (Chicago, IL)
- …Our Title Group is a full-service title, settlement, underwriting, and vendor management services company serving consumers, real estate companies, affinity ... to property, such as mortgages, deeds, probate records, and trust agreements. + Read and interpret real estate...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- JPMorgan Chase (Chicago, IL)
- …work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve ... Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise… more
- CIBC (Chicago, IL)
- …across US Commercial Banking, Commercial Real Estate (CRE), US Treasury Management , Private Banking and Digital, Private Wealth , Capital Markets, and ... AND EXTERNAL BUSINESS PARTNER COLLABORATION / CLIENT SERVICE + Build strong, trust -based relationships with internal business partners. + Act as connector and… more
