- Edward Jones (Tempe, AZ)
- …experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Private ... help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office...(APPS) required to meet our High Net Worth clients' wealth management and tax planning needs. You… more
- Edward Jones (Tempe, AZ)
- …experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! Private ... financial strategies to help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party experts to… more
- Wells Fargo (Phoenix, AZ)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as ... well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth … more
- City National Bank (Phoenix, AZ)
- …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more