- City National Bank (Houston, TX)
- * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ... clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of… more
- Truist (Houston, TX)
- …and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and ... a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Success is measured against the ability to positively… more
- Anywhere Real Estate (Houston, TX)
- …plan for each new company. We are looking for a passionate and experienced strategist who will help to own both external partnerships and financial modeling for our ... is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the… more