- Zions Bancorporation (Salt Lake City, UT)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated ** Wealth Strategist ** to join our team and help with our Family Office ... will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession… more
- City National Bank (West Hollywood, CA)
- …and 3-5 years of experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and ... THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line...eligible for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the… more
- City of New York (New York, NY)
- …TO: - Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying appropriate statistical methodology ... with peer-reviewed literature on social determinants of health, including wealth , food insecurity and financial incentives, in addition to...- Loan Forgiveness: As a prospective employee of the City of New York, you may be eligible for… more
- First National Bank of Omaha (Minneapolis, MN)
- …pieces and market commentary. - Be a recognized, respected voice in the wealth management industry-bringing national visibility and credibility to FNBO's brand. ... Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first mindset rooted in education, communication, and… more
- Citizens (Boston, MA)
- …We're seeking a highly motivated and detail-oriented Real Time Social Creative Strategist to join our Enterprise Content and Social team, supporting the fast-paced ... creative needs of our Private Bank and Private Wealth business. This role will be responsible for partnering...Work Schedule: M-F 8-5 4 days in New York City office or Boston MA office 1 day work… more
- KeyBank (Salt Lake City, UT)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CSW) (preferred) **Tactical Skills** + Ability to build ... **Location:** 36 South State Street - Salt Lake City , Utah 84111 **Job Summary** Key Private Bank...+ Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products… more