- Wells Fargo (Phoenix, AZ)
- **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
- City National Bank (Phoenix, AZ)
- …(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
- PNC (Phoenix, AZ)
- …The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist . + **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- Edward Jones (Tempe, AZ)
- …applicants. **Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? ... Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net… more