- Jefferies (Los Angeles, CA)
- Job Description We are looking for a highly qualified candidate for a Private Wealth Strategist position within our Private Wealth Management groupwho is a ... with strong presentation, organizational and analytical skills. The Private Wealth Strategist will support advisory teams located...and prior focus on planning for business owners and senior management level corporate executives JD or CPA; LLM… more
- KeyBank (Tarrytown, NY)
- …Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CWS) (preferred) Tactical Skills Ability to build ... to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- City National Bank (Chicago, IL)
- …attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist ... wealth and succession planning. *WHAT WILL YOU DO?* * Work with Sr . Wealth Strategist and Wealth Strategist in developing integrated estate and… more
- PNC (Cherry Hill, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you will be ... you will be responsible for a team of 7-8 Wealth Strategists in the Central PA, Philadelphia, Delware, and...CFP certification - Experience working with various levels of Sr . management - Strong leadership skills - Strategic planning… more
- PNC (Philadelphia, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr . within PNC's Private Bank organization, you will ... 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 (Atlanta, GA)
- …shift (United States of America) **Please review the following job description:** The Truist Wealth Omni Digital Senior Strategist is responsible for working ... solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth… 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
- BMO Financial Group (Winnetka, 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 ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- KeyBank (Cleveland, OH)
- …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
- KeyBank (Cleveland, OH)
- …advantages of the Key Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with the Relationship Management Team as part of ... the pre-call and weekly sales meeting **Administration** + For select relationships, implements investment portfolio changes to execute strategy. + Effectively utilizes centralized resources in support of portfolio construction and client service activities,… more
- City National Bank (New York, NY)
- …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 Management's primary point of contact for assigned line of… more
- KeyBank (Tarrytown, NY)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- Wellington (New York, NY)
- …positioning into the development of product marketing materials + Partner with US Wealth Marketing Strategist to identify opportunities for new content for ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing… more
- PNC (NJ)
- …best experience and advice for our clients. As a Business Development Officer Sr . - Insurance Strategist within PNC Bank's Private Bank Insurance organization, ... Job Profile: Incumbent will serve as the insurance expert within the Wealth Management organization and will demonstrate advanced knowledge of the insurance industry… more
- Jackson National Life Insurance Company (Nashville, TN)
- …please login to Workday and apply through Jobs Hub._** **Job Purpose** **The Sr . Advanced Planning Strategist is responsible for consulting with and presenting ... case illustrations.** **Essential Responsibilities** + Communicates complex retirement and wealth strategies to financial, legal and tax professionals and… more
- KeyBank (Palm Beach Gardens, FL)
- …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
- Edward Jones (St. Louis, MO)
- …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? ... opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs...Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our… more
- UMB Bank (Leawood, KS)
- …in the manner best suited to the clients' goals and objectives. The ** Senior Investment Strategist ** works directly with our most sophisticated and complex ... Every step of the UMB Private Wealth Management investment process is overseen and executed...a discretionary basis. Relationship Management and Sales Support Assist Wealth Advisors and Managing Partners with analyzing portfolios and… 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 ... stake in the Company's success. This is a long-term wealth -building retirement benefit. Full-time staff members are eligible for...lead the trainings. Each employee is paired with a senior member of the management team at Rational which… 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 ... stake in the Company's success. This is a long-term wealth -building retirement benefit. Full-time staff members are eligible for...lead the trainings. Each employee is paired with a senior member of the management team at Rational which… more
