- 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, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- Comerica (Phoenix, AZ)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits...competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to… more
- Columbia Bank (Phoenix, AZ)
- …Proven business development, relationship and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport...This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management.… more