- 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:**...Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on… more
- Truist (Atlanta, GA)
- …(United States of America) **Please review the following job description:** The Truist Wealth Omni Digital Strategist is responsible for working in partnership ... for Truist wealth and investment clients and teammates. The Wealth Omni Digital Strategist provides the strategic vision for a wealth segment/area of… more
- City National Bank (Atlanta, GA)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the ... and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?* *...WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze… more
- Truist (Atlanta, GA)
- …to ensure alignment on planning strategy and support for advisor-led planning 9. Collaborate with Wealth Strategist team to ensure Wealth Strategist and ... are on point for execution 11. Content creation - partner with Wealth Strategist and National Sales Content teams to ensure effective development and delivery… more