- Charles Schwab (North Bethesda, MD)
- …should have. Preferred Qualifications Wealth Management designation, eg, Certified Wealth Strategist (CWS),CFA or CFP highly preferred Bachelor's degree ... transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for...clients in the context of a dedicated relationship.The Senior Wealth Consultant works across a wide spectrum of investment… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... work and ensure the culture scales with the organization.? **A scaling strategist ** **-** Previous SVP-level experience within healthcare services or a similar… more
- PNC (Washington, DC)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based in ... 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
- City National Bank (Annapolis, MD)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the ... and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?* *...WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze… more
- Charles Schwab (Tysons Corner, VA)
- …should have. **Preferred Qualifications** + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Bachelor's ... transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for...in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment… more
- Rational 360 (Washington, DC)
- Rational 360 is hiring a Senior Social Listening Strategist to help support and expand the firm's integrated data approach for clients. Candidates should have ... employee has a stake in the Company's success. This is a long-term wealth -building retirement benefit. Full-time staff members are eligible for medical, dental, and… more
- Rational 360 (Washington, DC)
- Rational 360 is hiring a talented, detail-obsessed Senior Digital Strategist with a knack for digital marketing and advertising to join its quickly growing digital ... employee has a stake in the Company's success. This is a long-term wealth -building retirement benefit. Full-time staff members are eligible for medical, dental, and… more
- Rational 360 (Washington, DC)
- Rational 360 is hiring a Senior Advertising Strategist to help manage and execute the firm's digital advertising campaigns. The ideal candidate will have experience ... employee has a stake in the Company's success. This is a long-term wealth -building retirement benefit. Full-time staff members are eligible for medical, dental, and… more
