- KeyBank (Seattle, WA)
- …Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state) ... the local community. Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as… more
- The University of Chicago (Chicago, IL)
- …accomplished alumni. -strong and growing corporate relationships that provide a wealth of lifelong career opportunities. As part of the world-renowned University ... impact, and support media relations. The role requires a data-savvy strategist skilled in designing and executing comprehensive multi-channel marketing campaigns to… more
- The Provider Finder (Charleston, SC)
- …affairs of high-net-worth families. Our mission is to provide comprehensive wealth management services, including investment management, estate planning, and tax ... We are seeking a highly skilled and experienced Tax Strategist to join our team. The ideal candidate will...other financial advisors and legal professionals to ensure comprehensive wealth management. Prepare and review complex tax returns for… more
- T-Mobile (Overland Park, KS)
- …compensation package - this is Total Rewards. Employees enjoy multiple wealth -building opportunities through our annual stock grant, employee stock purchase plan, ... employees! Job Overview The Sr Product Manager is a visionary, strategist , analyst, customer evangelist, respected leader of execution, and professional relationship… more
- City National Bank (Chicago, IL)
- * 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
- Bank of America (San Francisco, CA)
- Wealth Strategist San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist , part of Merrill's Strategic Wealth Advisory Group,… 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 ... As the Market Manager you will be responsible for a team of 7-8 Wealth Strategists in the Central PA, Philadelphia, Delware, and New Jersey regions. The ideal… more
- Zions Bancorporation (Salt Lake City, UT)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office ... will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession… more
- PNC (Philadelphia, PA)
- …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 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
- US Bank (Charlotte, NC)
- …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with ... develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth management… more
- Truist (Atlanta, GA)
- …(United States of America) **Please review the following job description:** The Truist Wealth Omni Digital Senior Strategist is responsible for working in ... for Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth segment/area… 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
- Truist (Charlotte, NC)
- …Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients ... is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of complex estate… 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)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the ... * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership...family * Establishes deep trust and confidence with Family Wealth clients while to position the team as the… 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
- Regions Bank (Clayton, MO)
- …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 (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 ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop… 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
- KeyBank (Salt Lake City, UT)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) ... 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
