- US Bank (Minneapolis, MN)
- …discover what you excel at-all from Day One. **Job Description** The Regional Director of Strategic Advice & Planning is responsible for leading the Midwest ... strong internal partnerships with PWM Market Leaders and other Regional Planning Directors to grow planning...WM teams + Proven knowledge of all facets of wealth management, including financial planning , investments, estate,… more
- BMO Financial Group (Minneapolis, MN)
- …of client issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops ... and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter...is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank… more