- Vanguard (Malvern, PA)
- The Financial Planning & Coaching Senior Offer Development Strategist role is an exciting opportunity to join the Financial Advisor Services (FAS) ... division at Vanguard in our Advisor Solutions department. The Financial Planning & Coaching team's mission is to educate and resource advisors across a subset of… more
- Regions Bank (Jacksonville, FL)
- …eligible. **Requirements** + Bachelor's degree + Eight (8) years of Wealth Strategist / Financial Planning experience **Preferences** + Doctor of Jurisprudence ... to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for… more
- Truist (Richmond, VA)
- … planning 9. Collaborate with Wealth Strategist team to ensure Wealth Strategist and Financial Planning teams are aligned to each other and ... This role is responsible for defining the strategy for financial planning in alignment with Truist's goals....for execution 11. Content creation - partner with Wealth Strategist and National Sales Content teams to ensure effective… more
- Wells Fargo (Atlanta, GA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... training, military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... training, military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but… more
- Microsoft Corporation (New York, NY)
- …leader to help the industry team to lead this transformation for our Financial Services Industry customers. As a **_Technology Strategist - Financial ... **Overview** Microsoft's Worldwide Financial Services Industry Team focuses on empowering every...or related field AND 4+ years marketing, strategy, business planning , consulting, banking, finance, economics, and/or partner organization experience… more
- JPMorgan Chase (Wilmington, DE)
- Join the dynamic Workforce Planning organization, highlighting the chance to deliver quantitatively driven solutions and contribute to a team that supports various ... functions. The Workforce Planning (WFP) organization it is a part of Consumer...Science, Data Science or Engineering Chase is a leading financial services firm, helping nearly half of America's households… more
- KeyBank (Hartford, CT)
- …duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs + Facilitate the ... - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The **Fiduciary Strategist ** is responsible for fulfilling the fiduciary responsibilities of...and families with a broad array of estate and financial planning issues which often arise with… more
- TD Bank (Boston, MA)
- …Description:** The Wealth Strategist focuses primarily on developing and delivering financial , trust and estate planning services as well as identifying ... industry experience preferred + Professional legal and/or accounting designation required + Financial planning designation (CFP (R)) preferred + Juris Doctor… more
- Edward Jones (St. Louis, MO)
- …thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first ... branch teams to provide ongoing client services including holistic financial planning , tax and estate planning...and support. **What You Will Do:** The Private Banking Strategist role offers a unique opportunity to shape and… more