- PNC (Indianapolis, IN)
- …valued and have an opportunity to contribute to the company's success. As a Sr Wealth Strategist within the PNC Private Bank organization, you will be based in ... 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
- City National Bank (Indianapolis, IN)
- …(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