- City National Bank (Chicago, IL)
- …* Work with Senior Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for H/UHNW clients through partnering ... * WEALTH STRATEGIST CNR* WHAT IS THE...* WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? The ...within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner within 18 months of… more