- Wells Fargo (Atlanta, GA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax,… more
- Fifth Third Bank, NA (Lexington, KY)
- …+ Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-LB1 Senior Wealth Strategist At Fifth Third, we understand the ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships… more
- PNC (Nashville, TN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will ... for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners… more
- KeyBank (Chicago, IL)
- …including the next gen * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership on the ... Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with...FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible… more
- Edward Jones (St. Louis, MO)
- …of applicants. **Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate ... planning ? If you answered yes to these questions, This...opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs… more
- JPMorgan Chase (Columbus, OH)
- …journalism experience, and who has a strong creative streak. As a Digital Content Strategist and Editor on the JP Morgan Wealth Management Content team, you ... Our JP Morgan Wealth Management Content team is seeking a digital content strategist and editor to help us create compelling content for a sophisticated,… more
- KeyBank (Pepper Pike, OH)
- …Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or ... of the relationship management team to assure that the Wealth Segment goals are met by executing the client...large and complex nature with discretionary latitude for advising, planning and executing investment strategies. + Evaluates client goals… more
- KeyBank (Pepper Pike, OH)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship… more
- KeyBank (Toledo, OH)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. + Designs and delivers sophisticated fiduciary solutions, using relationship… more
- Regions Bank (St. Petersburg, FL)
- …Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- City National Bank (West Hollywood, CA)
- …and 3-5 years of experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and ... ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth ...colleagues on a regular basis providing asset management, financial planning , and brokerage services advice. Less experienced Financial Advisors… more
- KeyBank (Salt Lake City, UT)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CSW) (preferred) **Tactical Skills** + Ability to build ... coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. + Develops a… more
- KeyBank (Portland, OR)
- …specific markets and targeted prospect base. + Viewed by the client as a senior financial strategist and shares a skilled financial perspective. Conducts client ... and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products, consultation and… more