- Northern Trust (Los Angeles, CA)
- …using leading technology and exceptional service. At Northern Trust, our Wealth Strategist position is a key business development sales role to support our ... families, non-profit institutions, and other entities. This is a client development sales executive role. As a...client space. You'll share and support our goals-driven wealth management approach to both prospective and current clients… more
- City National Bank (Los Angeles, CA)
- …Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, ... process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future… more
