- 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
- 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
- US Bank (Chicago, IL)
- …responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Planning. Partners with Senior Advisor to drive ... you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Wealth Planner has the...management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and… more
- KPMG (Chicago, IL)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 32 **Function:** Tax Services **Area of Interest:** ... 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.… more