- PNC (Nashville, TN)
- …and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management by working… more
- PNC (Cherry Hill, NJ)
- …have an opportunity to contribute to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you will be based ... you will be responsible for a team of 7-8 Wealth Strategists in the Central PA, Philadelphia, Delware, and...CFP certification - Experience working with various levels of Sr . management - Strong leadership skills - Strategic planning… more
- KeyBank (Palm Beach Gardens, FL)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship… more
- Wells Fargo (Atlanta, GA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as ... well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth … more
- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as ... well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth … more
- Fifth Third Bank, NA (Lexington, KY)
- …+ Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-LB1 Senior Wealth Strategist At Fifth Third, we understand the ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... partner collaboratively with other planning professionals and Relationship Managers ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients… more
- KeyBank (Pepper Pike, OH)
- …Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or ... of the relationship management team to assure that the Wealth Segment goals are met by executing the client...and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor.… more
- KeyBank (Pepper Pike, OH)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship… more
- KeyBank (Toledo, OH)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. + Designs and delivers sophisticated fiduciary solutions, using relationship… more
- Coinbase (New York, NY)
- …connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset Management (CBAM). ... them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and an...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute… more
- KeyBank (Tarrytown, NY)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- Columbia Bank (Hillsboro, OR)
- Sr Financial Planner Wealth Management Portland, Oregon Hillsboro, Oregon Tacoma, Washington Sacramento, California Los Angeles, California San Diego, California ... Together for better. **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide...Strategist to include risk management insurance strategies in wealth plans. + Conducts comprehensive wealth planning… more
- Regions Bank (St. Petersburg, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to… more
- KeyBank (Portland, OR)
- …trusted relationships and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking ... targeted prospect base. + Viewed by the client as a senior financial strategist and shares a skilled financial perspective. Conducts client reviews, identifying… more
- City of New York (New York, NY)
- …The Bureau sits within the Center for Health Equity and Community Wellness. The Senior Research Analyst will play a critical role in directing BCDP's portfolio with ... Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying...- you could enjoy more job security compared to private sector employment and be able to contribute to… more
- Wellington (New York, NY)
- …positioning into the development of product marketing materials + Partner with US Wealth Marketing Strategist to identify opportunities for new content for ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more