- 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
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based ... 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
- 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
- Bank of America (Dallas, TX)
- Ultra High Net Worth Portfolio Strategist Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... and make an impact. Join us! The **UHNW Advisory Strategist ** will support Financial Advisors in the business development...enterprise Specialists to ensure full scope of the client's wealth needs are met. + Partner with local Merrill… more
- Anywhere Real Estate (San Antonio, 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