- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE ...segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business ... provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University… more
- 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
- 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
- Wells Fargo (Deerfield, IL)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more
- 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