- Regions Financial Corporation (Orlando, FL)
- …Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) Skills and Competencies Ability to interpret ... 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
- Frost Bank (Midland, TX)
- …Additional Preferred Skills: FINRA Series 7, 63, & Group 1 license. Certified Wealth Strategist designation Property & Casualty Insurance license Frost Benefits: ... At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition… more
- AllianceBernstein Holding LP (Nashville, TN)
- What You'll Do: We are seeking a Coordinator to support the Investment and Wealth Strategies team within Bernstein Private Wealth Management, a unit of AB. The ... Platform, driving Commercial Impact, and improving Brand Communication. As an Investment Strategist Senior Coordinator, you will play a critical role in supporting… more
- Jefferies (New York, NY)
- …provide customized solutions. Desk Risk Management: Work with lead healthcare strategist and trader to identify actionable situations and mitigate risks associated ... range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At… 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 (Fort Worth, TX)
- …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
- 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)
- …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 (Columbus, OH)
- …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
