- 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 ... have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and...office in any of the following locations: **Salt Lake City , UT; Las Vegas, NV; Phoenix, AZ; Denver, CO**… more
- Zions Bancorporation (Salt Lake City, UT)
- …the opportunity. We are seeking a **Senior Brand Copywriter and Content Strategist ** with financial services expertise to develop sophisticated brand narratives and ... communications + Expert knowledge of complex financial products including wealth management, commercial banking, and investment services + Strategic...sit at a local corporate hub in Salt Lake City , Utah or Houston, Texas 5 days a week.… more
- City National Bank (New York, NY)
- …and contact activities and performance metrics. * Determine the appropriate segment of City National for prospects/clients. Lead partnering to "deliver the full ... the incentives with which colleagues are awarded. * All City National products, financial solutions and services...preferred * State insurance licenses, CIMA or Cannon Certified Wealth Strategist designation preferred. * MBA preferred… 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 ... THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line...eligible for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the… more
- City National Bank (New York, NY)
- …review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with ... lead to ongoing growth and development of PB and City National Bank. * May partner with...* May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7… more