Senior Financial Planning Manager
5 days ago
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 tailored financial solutions to meet client needs.
- Collaborate with product specialists to provide comprehensive support.
- Ensure compliance with regulatory requirements.
The ideal candidate will have a strong background in financial planning and services, with excellent communication and interpersonal skills. A bachelor's degree or equivalent experience is required, along with current registration for FINRA series 6, 63, and 65.
Benefits:- Competitive salary range of $78,080 - $117,120 per year.
- Opportunities for career growth and development.
- A comprehensive benefits package, including medical, dental, and vision coverage.
- Paid time off and holidays.
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Senior Financial Operations Manager
4 weeks ago
Buffalo Grove, Illinois, United States Creative Financial Staffing Full timeExperienced Senior Accountant OpportunityWe are seeking a seasoned Senior Accountant to join our team at Creative Financial Staffing. This role involves assisting with the preparation of annual and mid-year budgets, handling account and bank reconciliations, and performing general ledger account analysis.The successful candidate will have experience in...
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Financial Planning Expert
2 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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Financial Planning Services Professional
5 days 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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Financial Planning Specialist
4 days 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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Business Unit Financial Manager
4 weeks ago
Downers Grove, Illinois, United States Creative Financial Staffing Full timeAbout the RoleOur client, a leading manufacturer, seeks an experienced Business Unit Financial Manager to join their Accounting department. This is an exciting opportunity for a Business Unit Financial Manager looking to take on new challenges and grow professionally.Why Choose Us?We offer a fantastic culture with profit-sharing opportunities.Our company...
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Financial Controller
1 week ago
Downers Grove, Illinois, United States Creative Financial Staffing Full timeFinancial ControllerWe are seeking a highly skilled and experienced Financial Controller to join our accounting team at Creative Financial Staffing. As a key member of our financial department, you will play a crucial role in overseeing the day-to-day accounting work and providing financial guidance for strategic decisions.Responsibilities:Oversight and...
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Senior Financial Operations Manager
1 month ago
Elk Grove Village, Illinois, United States AppleOne Full timeAbout the RoleWe are seeking an experienced Senior Financial Operations Manager to oversee accounting operations, support human resource processes, and help establish new policies and procedures. This key role will be responsible for overseeing day-to-day accounting functions, managing a team of accounting staff, and ensuring compliance with tax and...
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Financial Services Expert
5 days ago
Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full timeRole OverviewA successful Financial Services Representative with Mae Trongkamsataya - State Farm Agent will focus on marketing and selling financial products that manage everyday risks. As a sales-minded professional, you will educate customers about their financial options through a customer-focused approach.
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Senior Financial Specialist
1 week ago
Elk Grove Village, Illinois, United States Top Group Full timeLooking for a career change? We have an exciting opportunity for a Senior Financial Specialist to join our team at TOP Group!About the RoleWe are seeking a highly skilled and experienced Senior Financial Specialist to lead our accounting functions. As a Senior Financial Specialist, you will be responsible for managing accounts payable, reconciliations, and...
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Wealth Solutions Strategist
4 days ago
Morton Grove, Illinois, United States Citigroup Inc Full timeJob Title: Wealth Solutions StrategistThe Wealth Solutions Strategist role is a senior position at Citigroup Inc., requiring expertise in financial planning, relationship management, and business development. The ideal candidate will have 5-8 years of experience in wealth management, with strong analytical and financial skills.Key Responsibilities:Build and...
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Insurance and Financial Career Opportunity
5 days ago
Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full timeOverviewWe are Mae Trongkamsataya - State Farm Agent, a dynamic team looking for a highly motivated Insurance and Financial Services Position to join our team. This role offers a unique opportunity to market financial products that manage everyday risks, working closely with the agent to establish and meet marketing goals.As an Insurance and Financial...
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Private Client Manager
4 days 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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Senior Restaurant Leader
4 days ago
Morton, Illinois, United States sns0596 Full timeJob Description:As a Senior Restaurant Leader at sns0596, you will be accountable for leading a single Restaurant Management and Associate team to deliver operational and financial standards on all shifts. Your overall responsibility will be for assessing Management and Associate performance to identify opportunities for development and coach for...
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Financial Service Professional
1 week ago
Morton Grove, Illinois, United States A Flai Agency Full timeAbout Us: A Flai Agency values its reputation as a good neighbor and strives to build strong relationships with its customers. We offer a dynamic work environment and opportunities for growth and development.Job Title: Financial Service ProfessionalReports to: ManagementLocation: [Location]Job Type: Full-timeSalary: $62,000 per yearEstimated Annual Salary...
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Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full timeJob DescriptionYou will succeed in marketing financial products that manage everyday risks as a Financial Account Representative State Farm Agent Team Member with Mae Trongkamsataya - State Farm Agent. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. You...
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Senior Financial Services Specialist
2 weeks ago
Elk Grove Village, Illinois, United States First American Bank Full timeAt First American Bank, we're looking for a skilled Senior Leveraged Finance Commercial Loan Analyst to join our team. This role is responsible for servicing a specific group of existing business customers and assuming responsibility for aspects of credit and loan management within the leveraged lending group.This senior analyst will evaluate and underwrite...
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IT Auditor II
3 weeks ago
Downers Grove, Illinois, United States Wintrust Financial Full timeFinancial Regulatory Compliance SpecialistWe are seeking a detail-oriented and analytical Financial Regulatory Compliance Specialist to join our IT Audit team. This role will play a crucial part in ensuring the company's compliance with financial regulations, risk management, and internal controls.About the RoleThis position is based in Rosemont, IL and...
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Financial Leadership Role
1 month ago
Downers Grove, Illinois, United States Principal Financial Group Full timeWelcome to the Principal Financial Group, a leading provider of financial services.Job OverviewThis is an exciting opportunity for a seasoned professional to lead and consult with financial professionals, helping them build their skills and grow their practice. You will also attract and develop top-tier talent to our Illinois team, fostering a culture of...
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Wealth Relationship Manager
4 days 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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Downers Grove, Illinois, United States Creative Financial Staffing Full timeJob SummaryCreative Financial Staffing is seeking a Budget Controller to join their Accounting department in a progressive manufacturing company. This role offers great opportunities for growth and development.About the CompanyOur client is a leading manufacturer with a strong commitment to innovation and excellence. They are seeking a highly skilled Budget...