Private Client Coverage Advisor
3 weeks ago
The Private Client Coverage team at Citigroup Inc. is seeking a Private Client Coverage Advisor to join its ranks. This experienced professional will be responsible for building and maintaining relationships with affluent clients, identifying new business opportunities, and driving revenue growth.
To succeed in this role, the ideal candidate will possess excellent analytical, communication, and interpersonal skills, as well as a strong understanding of financial markets and products. A bachelor's degree or equivalent experience is required, along with 5-8 years of experience in a related field. Registration for FINRA series 6, 63, and 65 is also necessary. Based on location and industry standards, the estimated annual salary for this role is $85,000-$125,000. Citi offers a comprehensive benefits package, including medical, dental, and vision coverage, a 401(k) plan, life insurance, and paid time off.
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Private Client Manager
3 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeJob Summary:We are seeking a talented Private Client Manager to join our team at Citigroup Inc. The successful candidate will be responsible for managing client relationships and driving business growth.Key Responsibilities:Develop and maintain strong relationships with clients to increase wallet share.Analyze client needs and develop tailored financial...
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Sales and Service Expertise Advisor
3 weeks ago
Morton Grove, Illinois, United States A Flai Agency Full timeJob SummaryThis is a full-time entry-level sales and service position that offers a unique blend of challenges and rewards. As a sales and service advisor, you will play a vital role in building our client base and providing exceptional service to our existing customers.The ideal candidate will have above-average communication skills, high energy levels, and...
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Mid-West Sales Representative
3 weeks ago
Morton Grove, Illinois, United States Saturna Capital Full timeAbout the RoleWe are seeking an experienced Investment Product Salesperson to support our US Mid-West market expansion. This individual will have a proven track record in investment advisory and sales, with the ability to develop strong relationships with advisors and identify new business opportunities.The primary duties of this role include managing a...
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Insurance Advisor
3 weeks ago
Downers Grove, Illinois, United States PIERCE HOPKINS LLC Full timeWe are seeking an experienced Insurance Advisor to join our team at Pierce Hopkins LLC. As an Insurance Advisor, you will be responsible for advising our clients on insurance products and services that meet their unique needs and goals.Key responsibilities will include analyzing customer needs, identifying relevant insurance products, and developing...
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Senior Financial Planning Manager
3 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeAbout the Role:Citigroup Inc. is seeking an experienced Wealth Relationship Manager to join our Private Client Coverage team. As a SAFE Act compliant professional, you will be responsible for building and maintaining relationships with affluent clients to drive business growth.Main Responsibilities:Identify and develop high-value customer relationships.Offer...
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Wealth Relationship Specialist
4 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeJob Description:The Private Client Coverage team at Citigroup Inc is seeking a seasoned Wealth Relationship Specialist to join our ranks. As a key member of our team, you will be responsible for identifying, building, and deepening relationships with affluent clients to drive incremental wallet share.Key Responsibilities:Anticipate complex financial needs of...
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Executive Client Advisor
4 days ago
Elk Grove Village, Illinois, United States ADP (Automatic Data Processing) Full timeResponsibilitiesDevelop and enhance strategic business partnerships by building trust with our carriers' key decision makers to drive client retention/improve loss prevention.Maintain a comprehensive understanding of the entire ADP product suite and coordinates communication among the various business partners.Clients and Partnerships: Serve an assigned...
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Financial Planning Services Professional
3 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeJoin Our TeamWe are seeking a highly skilled Financial Planning Services Professional to join our Private Client Coverage group at Citigroup Inc. As a key member of our team, you will play a vital role in providing holistic financial solutions to high net worth clients.About the Role:You will work closely with product specialists to recognize and understand...
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Wealth Relationship Manager
3 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full time**Job Summary**The Citigroup Inc. is seeking a seasoned Wealth Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will play a vital role in building and maintaining strong relationships with high net worth clients.Responsibilities:Identify, build, and deepen relationships to gain incremental wallet share of the...
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Sales and Advisory Professional
3 weeks ago
Morton Grove, Illinois, United States Saturna Capital Full timeSales and Advisory Professional OpportunitySaturna Capital is seeking a skilled Sales and Advisory Professional to join our team in the US Mid-West market. As an Investment Product Salesperson, you will have the opportunity to work with a broker-dealer and build relationships with other investment providers.**Key Responsibilities:**Manage your territory and...
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Product Development Specialist
3 weeks ago
Morton Grove, Illinois, United States Saturna Capital Full timeKey ResponsibilitiesAs a key member of our Saturna Capital team, the successful candidate will be responsible for:Managing their assigned territory to generate sales and meet objectivesIdentifying new prospects and establishing long-term relationships with advisorsDetermining key relationships and developing plans to increase client Assets Under Management...
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Insurance Sales/Service Representative
3 weeks ago
Morton Grove, Illinois, United States A Flai Agency Full timeAbout the RoleWe are seeking a talented and motivated sales and service professional to join our team. This is an excellent opportunity for someone who wants to grow with our organization and contribute to our success.As a sales and service advisor, you will be responsible for contacting potential new customers, discussing insurance quotes, closing new...
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Financial Services Advisor
3 weeks ago
Elk Grove Village, Illinois, United States The WRS Group - Symmetry Financial Full timeLife Insurance Sales CareerWe're expanding our team at The WRS Group - Symmetry Financial and seeking a motivated and experienced Financial Services Advisor to join us as a Licensed Life Insurance Sales Professional. This is a unique opportunity to build a fulfilling career in life insurance sales, working closely with clients to understand their financial...
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Electrical Systems Specialist
6 days ago
Morton Grove, Illinois, United States Messina Talent Advisors Full timeJob OverviewMessina Talent Advisors is seeking an experienced Senior Electrician to join our team in Morton Grove, Illinois. As a key member of our electrical services team, you will play a critical role in ensuring the safe and efficient operation of our clients' facilities.We are offering a competitive salary for this position, estimated to be around...
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Financial Planning Expert
4 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeAbout the Job:We are seeking a highly skilled Financial Planning Expert to join our team at Citigroup Inc. The successful candidate will be responsible for providing holistic financial solutions to clients and driving business growth.Key Responsibilities:Identify and build relationships with new clients to increase wallet share.Analyze client needs and...
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Client Relationship Manager
6 days ago
Buffalo Grove, Illinois, United States EMCOR Group, Inc. Full timeWe are seeking a talented Client Relationship Manager to join our team at EMCOR Group, Inc. in Buffalo Grove, IL. With an estimated annual salary of $90,000 - $120,000, this role presents an exciting opportunity for career advancement. As a Client Relationship Manager, you will be responsible for fostering strong relationships with Commercial clients,...
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Financial Planning Specialist
3 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeAbout the RoleThe Wealth Relationship Manager SAFE Act at Citigroup Inc is a key position responsible for building and maintaining relationships with high net worth clients. This individual will work closely with product specialists to identify and meet the complex financial needs of clients.Key ResponsibilitiesProvide exceptional client service and ensure...
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Affluent Banking Executive
4 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeFinancial Planning and Advice: As an Affluent Banking Executive at Citigroup Inc., you will be responsible for developing and maintaining relationships with high net worth individuals and families to provide personalized financial planning and advice. With a focus on customer satisfaction and retention, you will be responsible for delivering exceptional...
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Sales Representative
3 weeks ago
Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full timeMae Trongkamsataya - State Farm Agent is a trusted partner in our customers' lives, providing them with protection and peace of mind. We offer a comprehensive range of insurance and financial products, enabling us to provide personalized solutions to our valued clients.About UsWe are a dynamic and successful team that thrives in a fast-paced and rewarding...
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Family Financial Advisor
3 weeks ago
Elk Grove Village, Illinois, United States The Williams Agency Full timeKey ResponsibilitiesAssessing the insurance needs of families remotely, focusing on mortgage protection and final expense coverage.Presenting suitable insurance solutions via virtual meetings, ensuring clients understand their options.Building strong client relationships and delivering exceptional customer service remotely.To excel in this position, you will...