- City National Bank (Lake Mary, FL)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This position is responsible for expanding the CNR's relationships with its high ultra-high net-worth (UHNW**) ... clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of… more
- Regions Bank (Birmingham, AL)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and ultra-high net ... eligible. **Requirements** + Bachelor's degree + Eight (8) years of Wealth Strategist /Financial Planning experience **Preferences** + Doctor of Jurisprudence… 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 (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC 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
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist I within PNC Investments, you will be based in Pittsburgh, ... PA. The position will primarily sit at the Tower at PNC Plaza. **Job Description** + Develops, consults on and implements matters of tax, estate and financial planning for clients, with guidance from team members or management. Assists in the acquisition of… more
- Wellington (Boston, MA)
- …that aligns our perspectives with those of our clients. **About the Role** The US Wealth Marketing Strategist will serve as a strategic thought partner for our ... US Wealth client-facing team as we expand and deepen relationships...teams. The candidate is expected to bring extensive US wealth management and distribution knowledge and experience in working… more
- BMO Financial Group (San Francisco, CA)
- Provides wealth planning (advanced financial planning) guidance and counsel to the High Net Worth (HNW) client segment. Works collaboratively in partnership with ... Wealth Advisors and Senior Wealth Strategists to develop and deliver a client-centric wealth planning experience, culminating in a documented wealth … more
- Charles Schwab (Orlando, FL)
- …Bachelor's degree highly preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional ... **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible...in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of investment… more
- Unbridled (Greenwood Village, CO)
- …and a talent for managing input from multiple sources while making sure each Wealth Strategist feels supported. Successful candidates will have the following: + ... Our Company Unbridled Wealth is not your run-of-the-mill life insurance agency....is preferred What you would be doing at Unbridled Wealth : + Manage underwriting process for a group of… more
- Regions Bank (Orlando, FL)
- …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