Financial Planning Services Professional
3 days ago
Join Our Team
We 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 clients' banking, credit, and investment needs and goals, providing tailored financial solutions through a range of products and services. Your primary responsibility will be to develop and maintain strong relationships with high net worth clients, identifying opportunities to grow portfolio through referrals and upselling.
Key Responsibilities:
- Develop and maintain strong relationships with high net worth clients.
- Identify opportunities to grow portfolio through referrals and upselling.
- Anticipate and understand clients' complex financial needs.
- Offer tailored financial solutions through a range of products and services.
Requirements:
- 5-8 years of experience in financial planning or a related field.
- Strong analytical and financial skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
What We Offer:
- A competitive salary: $78,080 - $117,120 per year.
- A comprehensive benefits package, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
-
Financial Services Professional
3 days ago
Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full timeJob OverviewMae Trongkamsataya - State Farm Agent seeks a motivated and results-driven Financial Services Professional to join our team. This role offers a unique opportunity to build a successful career in the insurance industry, leveraging your sales and marketing skills to educate customers on their financial options.
-
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...
-
Senior Financial Planning Manager
3 days 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...
-
Financial Service Professional
7 days 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...
-
Financial Planning Specialist
2 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...
-
Financial Services Expert
3 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.
-
Financial Services Representative
1 week ago
Downers Grove, Illinois, United States PNC Financial Services Group Full timeAt PNC Financial Services Group, we're committed to delivering exceptional customer experiences and fostering a culture of inclusion and accessibility.About the RoleWe're seeking a highly skilled and dedicated individual to join our Retail Branch organization as a Full-Time Teller. In this role, you'll provide top-notch customer service, accurately process...
-
Sales Representative
3 days ago
Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full timeWhat We're Looking ForA motivated sales professional with previous experience in sales or a related field.An analytical mindset with excellent problem-solving skills.The ability to work effectively in a team environment and build strong relationships with customers.As a Sales Representative - Financial Services, you will have the opportunity to earn a...
-
Therapy Services Professional
2 weeks ago
Morton Grove, Illinois, United States BY YOUR SIDE-Autism Therapy Services Full timeJob Title: Pediatric Occupational TherapyAbout the Role:BY YOUR SIDE-Autism Therapy Services is seeking a skilled and compassionate Pediatric Occupational Therapist (OT) to join our multidisciplinary team. As an OT, you will play a crucial role in creating and maintaining therapy plans that address sensory processing, attention, executive functioning, fine...
-
Financial Services Assistant
3 days ago
Morton, Illinois, United States The General Full timeFinancial Services AssistantWe are seeking a skilled Financial Services Assistant to join our team at The General. As a key member of our financial services team, you will be responsible for providing exceptional customer service, handling cash transactions, and promoting our products and services.About the RoleProvide top-notch customer service to all...
-
Financial Services Professional
5 days ago
Downers Grove, Illinois, United States Apollon Wealth Management Full timeWe are looking for a talented Financial Services Professional to join Apollon Financial. This role comes with a salary range of $80,000 - $100,000 annually, based on qualifications.About the Role:This position involves working closely with clients and financial advisors to deliver high-quality wealth management services. Key duties include:Gathering...
-
Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full timeWe are seeking a skilled and dedicated individual to fill the position of Financial Services Assistant at Mae Trongkamsataya - State Farm Agent. As a member of our team, you will have the opportunity to build strong relationships with customers, promote financial products, and grow your career in a dynamic and supportive environment.Job DescriptionThe...
-
Financial Accounts Professional
1 month ago
Buffalo Grove, Illinois, United States Creative Financial Staffing Full timeAbout the PositionWe are seeking a highly organized and detail-oriented Financial Accounts Professional to join our team in Illinois. This is a fantastic opportunity for someone looking to grow their career in the finance industry.About UsCreative Financial Staffing is a growing firm in the food and beverage industry, recognized for its excellent company...
-
Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full timeWe are looking for a driven and detail-oriented Financial Services Assistant to join our team at Mae Trongkamsataya - State Farm Agent. In this role, you will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.Job RequirementsTo be successful in this role, you should have...
-
Financial Services Advisor
3 days 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...
-
Insurance and Financial Career Opportunity
3 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...
-
Financial Leadership Role
4 weeks 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...
-
Financial Services Consultant
1 week ago
Morton Grove, Illinois, United States A Flai Agency Full timeWe are seeking a highly motivated Direct Sales Agent to join our team at A Flai Agency.As a key member of our sales team, you will be responsible for prospecting new customers, driving new business into the agency, presenting new insurance quotes, and closing new business.The ideal candidate will have superior communications skills, high energy, and a desire...
-
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...
-
Insurance Professional
4 weeks ago
Downers Grove, Illinois, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking an Insurance Professional to join our team in New York. This role involves expanding our book of business by selling various insurance policies to new and existing clients.Key Responsibilities:Present and sell insurance policies to clients, developing and calculating suitable plans based on their needsResolve client inquiries and...