- S&P Global (Chicago, IL)
- **About the Role:** **Grade Level (for internal use):** 05 **The Team:** The Channel Management Wealth team is part of the S&P DJI Commercial Team. We build ... relationships with financial advisors and wealth managers in order to understand...Salesforce and enters meeting / call notes. + Resolve advisor and ETF sales consultant queries for content, data,… more
- Deloitte (Chicago, IL)
- … Financial Planner (CFP) + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Technology Certifications: + CBAP - Certified Business ... QlikView, HTML5, jQuery, and Kendo + Experience working in Financial Services environment + Experience working in consulting environment...strengths to do their best work every day. From entry - level employees to senior leaders, we believe… more
- Wipfli LLP (Tinley Park, IL)
- …process. Job LocationsUS-IL-Lincolnshire | US-IL-Chicago | US-IL-Naperville | US-IL-Tinley Park Job ID 2024-6271 Category Entry - Level /Internships Remote No ... applications + Research tax related issues and other related financial reports + Perform a limited number of tax...Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience… more