- City National Bank (Chicago, IL)
- …Degree (JD or CPA or Masters in Tax/Accounting/Business ) * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience within ... with an emphasis on business owner wealth and succession planning . What you will do * Work with Sr....Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial … more
- BMO Financial Group (Chicago, IL)
- Provides wealth planning (advanced financial planning ) guidance and counsel to the High Net Worth (HNW) client segment. Works collaboratively in partnership ... in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value wealth plans and recommendations, to… more
- PNC (Chicago, IL)
- …are investing in a newly formed Product Marketing team to lead the strategic planning and execution of new program and product launches through the Marketing lens. ... seeking a highly motivated and experienced credit card marketing strategist to join our growing team and drive high-impact...the execution of creative campaigns that drive customer and financial growth in partnership with PNC's agency of record.… more