- BMO Financial Group (Los Angeles, CA)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- City National Bank (Los Angeles, CA)
- …independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing ... planning. **What you will do** + Work closely with Senior Investment Consultants (SIC) and Financial Advisors (FA) as...+ Peer review client-facing custom designed output from other Sr . Wealth Strategist. + Partner with Strategy… more
- Atria Wealth Solutions (Charlotte, NC)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... Credit Union is seeking a Licensed Investment and Banking Advisor to join their team in the Charlotte area....both members and non-members identified as High Net Worth ( HNW ) potential and to enhance the personal and financial… more
- BMO Financial Group (Newport Beach, CA)
- …benefit of the client and the business relationship. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... requirements. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work together. +… more
- Guardian Life (New York, NY)
- …KPIs through consistent and timely activity tracking. + Closely worth with regional wealth management teams to identify HNW opportunities within each region ... Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and… more