- City National Bank (Los Angeles, CA)
- …* 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
- CIBC (Newport Beach, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Financial Planning Strategist , you will be responsible for ... Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as...clients, as well as provide client support to the Wealth Strategies team. **_At CIBC we enable the work… more