Senior Client Advisor — Wealth & Banking
$57.5k - $106.5kHispanic Alliance for Career Enhancement
The Hispanic Alliance for Career Enhancement is seeking a licensed financial advisor in Buffalo Grove, Illinois. The role focuses on uncovering financial needs and providing a range of banking and investment solutions. Ideal candidates will have strong experience in financial services and relevant licenses. Responsibilities include client relationship management, achieving sales targets, and community engagement. Competitive salary ranging from $57,500 to $106,500 is offered, along with comprehensive benefits including health insurance and retirement plans. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
$57.5k - $106.5k
BMO U.S. is seeking a licensed financial advisor in Park Ridge, Illinois. In this role, you will act as the primary contact for clients, uncovering financial needs while providing holistic banking and investment solutions. A major focus will be on client acquisition and...Senior- BMO U.S. is seeking a Relationship Manager to serve high-net-worth clients. This role focuses on delivering a comprehensive wealth management experience by integrating banking solutions, investment strategies, and holistic financial planning. The successful candidate will...Senior
- ...skilled Private Banker in Winnetka, IL to provide exceptional wealth management services to clients. The role involves advising on investments and managing... ...and have at least three years of experience in Private Banking. Significant licenses are required, and a strong network...Senior
- J.P. Morgan Wealth Management - Private Client Advisor Location: Park Ridge, IL. Position available multiple Chicago area locations. J.P. Morgan Chase... ...clients become more digitally confident and comfortable banking on their own terms. Required qualifications,...Suggested
$90k
J.P. Morgan Wealth Management - Private Client Advisor - O'Hare / Cook County, IL Join to apply for the J.P. Morgan... ...’ success and the goals of the bank, while fostering a culture of diversity... ...'re known for as a global leader. Seniority level Seniority level Not...SuggestedFull time- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...teammates’ success and the goals of the bank, while fostering a culture of...
$55.8k - $89.4k
Northern Trust Corp in Lake Forest, IL is seeking a Sr Personal Banker to deliver exceptional client service and manage banking products. The role involves client account servicing, cross-selling financial products, and maintaining compliance with banking guidelines. Successful...Senior$34 - $60 per hour
...: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to... ...primary point of contact for banking products and services through... ...with internal partners across Wealth, Home Lending, and Business Banking... ...and the management of complex client needs Demonstrate risk...SeniorTemporary workWork experience placementImmediate start$70k
...team in Chicago. This role offers a fantastic opportunity to leverage your customer service skills and banking knowledge while building lasting relationships with clients. You will manage bank accounts, resolve customer inquiries, and ensure a smooth banking experience....Senior- ...and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial...SeniorTemporary workWork experience placementLocal area
$182.5k - $208.3k
...Senior Manager, Technical Program Manager Are you interested in leading programs that deliver on critical business goals and build... ...platforms? About Capital One - At Capital One, we're changing banking for good. We were founded on the belief that no one should be...SeniorFull timePart timeH1bLocal area$98k - $150k
...Senior Portfolio Manager, Commercial Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses... ...community banking roots. We serve clients in all 50 states with more than 200...SeniorTemporary workWork at officeFlexible hours$145k
...Portfolio Manager in the Glenview, IL area. The role focuses on commercial loan origination, managing client relationships, and requires a strong background in banking and business development. Candidates should have at least four years of banking experience and excellent...Senior- Citi is seeking a Universal Banker in Vernon Hills, Illinois. This entry-level role involves assisting with sales, products, and service activities while fostering customer relations to build loyalty. Responsibilities include account opening, resolving customer issues, ...
$60k - $70k
...guides, FHA Handbook, and Allregs. Requirements Knowledge of TRID, Know before you owe, Regulation B ECOA and other mortgage banking related guidelines. Familiarity with industry quality control standards and fraud detection methods. Experience with POS approval...SeniorContract workWork at officeWork from homeMonday to Friday$71k - $92k
...Senior Financial Analyst Accounting Policy Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank... ...community banking roots. We serve clients in all 50 states with more than 2...SeniorTemporary workFlexible hours$87.7k - $100.1k
...is seeking an energetic, self-motivated Senior Auditor interested in becoming part of our... ...auditing one or more of the following areas: banking or financial services industry, risk... ...in a professional services firm serving clients in large banks, or a combination/lili2+ years...SeniorFull timePart timeLocal area3 days per week$55.8k - $89.4k
...Trust in Winnetka, Illinois is seeking a Personal/Universal Banker. This role focuses on delivering exceptional client service while managing a full range of banking products. Responsibilities include executing transactions, mentoring team members, and maintaining accurate...Senior$87.7k - $100.1k
...opportunity./ppCapital One is seeking an energetic, self-motivated Senior Associate interested in becoming part of our Audit Professional... ...), or a relevant certification./lili2+ years of experience in Banking or in the financial services industry./li/ulpAt this time,...SeniorFull timePart timeLocal area3 days per week$155k
...developing recovery strategies, and preparing asset quality reviews. Candidates should have over 7 years of experience in commercial banking or credit analysis. This position offers a salary of up to $155K with a full benefits package. Interested applicants are encouraged...Senior- A leading commercial bank in Barrington is seeking a Senior Relationship Banker to oversee banking center operations in the absence of management. This role entails achieving sales and service goals while providing exceptional customer experiences and mentoring staff....SeniorHourly pay
- A talent acquisition firm is seeking a VP Commercial Portfolio Manager to support its banking client's portfolio in Glencoe, IL. The role involves managing commercial loans and conducting risk reviews along with financial statement analysis. Candidates should have 5 to...Senior
- ...The ideal candidate will leverage their strong understanding of banking risk and compliance to develop and validate predictive models... ...Reporting and Presentation: Prepare and present detailed reports to senior leadership, highlighting model performance, findings, and...Senior
$25 - $31.93 per hour
Bank of America is seeking candidates in Mount Prospect for a role focusing on building client relationships and fulfilling banking products. This position involves responding to customer inquiries and creating solutions tailored to client needs. Candidates should demonstrate...SeniorHourly payDay shift$104k - $128k
...company in Glenview, IL is seeking a Fiduciary Advisor responsible for managing fiduciary... ...role involves proactive communication with clients, administering accounts, and extensive... ...comprehensive benefits package including 401(k) and health insurance. #J-18808-Ljbffr Busey BankSenior- Consumers Credit Union in Northbrook, IL, is seeking a Senior Branch Specialist (Personal Banker) to develop member relationships and... ...them on financial products/services. The role combines personal banking with teller responsibilities and offers a dynamic work...Senior
- ...GENERAL JOB DESCRIPTION The Senior Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management...Senior
- ...travel products (car, hotel, basic tour packages, etc.) and (some) banking products. • Generate leads, update members on travel and... ...travel information • Respond to customer inquiries and refer to senior staff or agent when appropriate • Provide cashiering services...Hourly payFull timeTemporary workWork experience placementWork at office
$88k - $130k
...Position Title: Senior Salesforce Engineer- Financial Services Cloud Locations: Chicago_IL Time Type: Full time... ...drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously...SeniorFull timeContract workTemporary workWork at officeFlexible hours$65k - $77k
...Corporation Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and... ...personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking...SeniorTemporary workFlexible hours
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