Wealth Relationship Manager
7 days ago
The Wealth Relationship Manager SAFE Act is a seasoned professional role that requires a deep understanding of financial planning and wealth management. As a key member of the Citigroup Inc team, you will be responsible for building and deepening relationships with high net worth clients to provide them with tailored financial solutions.
Key Responsibilities- Identify and acquire new clients through referrals and other means, and develop a deep understanding of their financial needs and goals.
- Provide holistic financial solutions to clients, including investment and credit products, through a deep understanding of their financial profiles and goals.
- Develop and maintain strong relationships with clients, providing regular value-added engagement and communication to ensure their financial needs are met.
- Partner with other teams within Citigroup Inc to ensure seamless delivery of financial solutions to clients.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and provide expert advice to clients.
- 5-8 years of experience in financial planning and wealth management.
- Strong analytical and financial skills, with a deep understanding of investment and financial planning strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Knowledge of Microsoft Office and financial planning software, such as NaviPlan Select.
- Registration for FINRA series 6, 63, and 65, or equivalent, is required for the role.
Citigroup Inc offers a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), and life, accident, and disability insurance. We also offer paid time off and holidays, as well as opportunities for professional development and growth.
-
Wealth Relationship Manager
12 hours ago
Skokie, Illinois, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a seasoned professional to fill the role of Wealth Relationship Manager - Financial Services Expert. This position requires a seasoned professional with in-depth knowledge of financial planning and a proven track record of building and maintaining high-value client relationships.Key ResponsibilitiesClient Relationship...
-
Wealth Management/Sales Director
6 days ago
Skokie, Illinois, United States Goodwin Recruiting Full timeJob OverviewGoodwin Recruiting, a leading full-service recruiting agency, is seeking an experienced Wealth Management/Sales Director to lead and manage our Financial Planning & Sales team. This role oversees daily operations, improves workflow and productivity, and collaborates with senior leadership to enhance planning strategies and processes.Key...
-
Wealth Management Consultant
1 week ago
Skokie, Illinois, United States Northwestern Mutual - Greater Chicago Full timeRole OverviewAs a Financial Representative at Northwestern Mutual - Greater Chicago, you will play a crucial role in helping clients achieve their financial goals through personalized financial planning. You will focus on acquiring clientele and providing financial solutions with the support of industry-leading training, mentors, and products.This role...
-
Wealth Management Specialist
7 days ago
Skokie, Illinois, United States Northwestern Mutual - Greater Chicago Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Planning Advisor to join our team at Northwestern Mutual - Greater Chicago. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial planning and investment advice, and helping them achieve...
-
Client Relationship Specialist
2 weeks ago
Skokie, Illinois, United States Bank of America Full timeJob Overview This position entails delivering tailored and expert service to clients at the financial center, guiding them through a comprehensive range of banking and borrowing solutions that align with their life goals. The primary focus is on establishing new client connections and enhancing existing relationships by conducting personalized meetings...
-
Client Relationship Manager
1 week ago
Skokie, Illinois, United States Worthy Insurance Group Full timeJob OverviewPosition: Account Manager at Worthy Insurance GroupAbout Us: Worthy Insurance Group is a leading national Property & Casualty Insurance Brokerage dedicated to delivering innovative insurance solutions across various sectors, including healthcare, social services, and real estate. We prioritize employee growth and community engagement, fostering a...
-
Client Relationship Manager
2 weeks ago
Skokie, Illinois, United States Worthy Insurance Group Full timeJob OverviewPosition: Account Manager at Worthy Insurance GroupAbout Us: Worthy Insurance Group is a national brokerage specializing in Property & Casualty Insurance. We pride ourselves on delivering innovative insurance solutions tailored to the healthcare, social service, and real estate sectors.Why Choose Worthy? At Worthy, we foster a family-like...
-
Client Relationship Manager
1 week ago
Skokie, Illinois, United States Worthy Insurance Group Full timePosition OverviewWorthy Insurance Group, a prominent national Property & Casualty Insurance Brokerage, is seeking an experienced Account Manager to enhance our client service team.Benefits Offered: Comprehensive benefits package including 401K, Dental, Life, Medical, Vision, and more.Why Choose Us? At Worthy, we foster a family-like atmosphere with...
-
Assistant Manager Position
2 weeks ago
Skokie, Illinois, United States Rally's Full timeRestaurant Operations Manager Position at Rally'sWe are seeking a skilled and motivated Restaurant Operations Manager to oversee daily operations and support the General Manager at Rally's. As a key member of our team, you will be responsible for ensuring exceptional guest satisfaction and driving business growth.About Rally's:Rally's is a leading fast-food...
-
Assistant Manager
7 days ago
Skokie, Illinois, United States Rally's Full timeJob Summary:We are seeking a highly skilled and motivated Assistant Manager to join our team at Rally's. As an Assistant Manager, you will play a key role in directing daily business operations, supporting the General Manager, and ensuring the highest level of guest satisfaction.Key Responsibilities:Cooperate with the General Manager and assist with project...
-
Strategic Partnerships Manager
1 week ago
Skokie, Illinois, United States Tribute Home Care Full timeJob OverviewBecome a Business Development Manager with Tribute Home Care and contribute significantly to elevating the standards of elder care.Make an impact - Discover purpose - Inspire - Collaborate - Evolve - Express your ideas - Enjoy your teamTribute Chicago presents an exciting opportunity for a business development manager who is passionate about...
-
Business Development Manager
5 days ago
Skokie, Illinois, United States Tribute Home Care Full timeAbout the RoleWe are seeking a highly motivated and experienced Business Development Manager to join our team at Tribute Home Care. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with professional referral sources, such as geriatric care managers, independent/assisted living facilities, hospice...
-
Strategic Partnerships Manager
2 weeks ago
Skokie, Illinois, United States Tribute Home Care Full timeJob OverviewAs a Business Development Manager at Tribute Home Care, you will be pivotal in establishing a new benchmark in elder care services.Make an Impact - Find Purpose - Lead Initiatives - Collaborate with Teams - Grow Professionally - Voice Your Ideas - Enjoy Your Work EnvironmentTribute Home Care is seeking a dedicated business development manager who...
-
Kitchen Operations Manager
1 week ago
Skokie, Illinois, United States Sur La Table Full timeJoin the Culinary Team at Sur La TableAs a leading culinary retail establishment, we are passionate about encouraging our customers to find joy in cooking and sharing delightful meals. Our dedicated team focuses on delivering top-notch products, expert culinary insights, and outstanding customer service.Role Overview for the Culinary Team Leader:Guide a...
-
Restaurant Operations Manager
5 days ago
Skokie, Illinois, United States DineAmic Hospitality Full timeJob SummaryDineAmic Hospitality is seeking a seasoned Restaurant Operations Manager to oversee the day-to-day activities of our front of house team at one of our Chicago-area venues. As a key member of our management team, you will be responsible for driving sales, managing costs, and delivering an exceptional guest experience.Key ResponsibilitiesOperational...
-
Inventory Management Sales Associate
7 days ago
Skokie, Illinois, United States Vuori, Inc. Full timeAbout Vuori, Inc.Vuori, Inc. is a dynamic and fast-paced retail environment that reflects the company's brand values. We are seeking a highly motivated and customer-focused individual to join our team as a Retail Sales Associate - Inventory Focused.Job SummaryThe Retail Sales Associate - Inventory Focused will be responsible for forging connections with...
-
Consumer Loan Specialist
2 weeks ago
Skokie, Illinois, United States Wintrust Financial Full timePosition OverviewWintrust Financial is a prominent financial institution managing approximately $50 billion in assets and publicly traded on NASDAQ:WTFC. Our organization thrives on the "HAVE IT ALL" philosophy, combining advanced technology and the extensive resources of a large banking entity while emphasizing exceptional community banking services for...
-
Retail Sales Specialist
2 weeks ago
Skokie, Illinois, United States Vuori, Inc. Full timeVuori - Innovating Athletic FashionAt Vuori, we are revolutionizing the world of athletic apparel. Our garments are crafted for movement and performance, while also reflecting a relaxed style that effortlessly integrates into your daily routine.Retail Sales Specialist - Focus on InventoryAs a Retail Sales Specialist at Vuori, you will play a pivotal role...
-
Sales Associate
7 days ago
Skokie, Illinois, United States Vuori, Inc. Full timeAbout the RoleVuori, Inc. is seeking a highly motivated and customer-focused Retail Sales Associate - Inventory Focused to join our team. As a key member of our retail team, you will be responsible for forging connections with customers, communicating Vuori's brand values, and providing an unforgettable customer experience.Key ResponsibilitiesCreate an...
-
Accounting Manager
2 months ago
Skokie, Illinois, United States AMMEGA Full timeDo you want to gain incredible experience with a growing company in an amazing industry? Do you know how often you use conveyor and power transmission belts? Apply your skills in a company that helps bring packages to your doorstep, food to your table, keep you healthy on a treadmill, facilitate automation and so much more Our organization is highly focused...