- City National Bank (San Francisco, CA)
- * 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
- CIBC (New York, NY)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Wealth Strategist , you are responsible for supporting and working ... with Relationship Managers and clients to develop and implement wealth planning as part of CIBC Private Wealth... wealth planning as part of CIBC Private Wealth 's integrated wealth management process. You will… 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 (Palm Beach Gardens, FL)
- …and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Centralized Planning Group, you will be based within ... 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
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and technical resource to manage the complexities of ultra high net wealth , including estate, tax and charitable planning; business succession and exit planning, ... maintain relationships with financial advisors and provide consultative education of wealth management services and products to support asset retention and growth… more
- BMO Financial Group (Minneapolis, MN)
- …business continuity strategies.** **Having JD/CFP/CPA designations is a plus!** Provides specialized wealth planning for High Net Worth / Ultra High Net Worth ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- Coldstream Wealth Management (Bellevue, WA)
- … Wealth Strategy Group (WSG) - several Wealth Managers and the Chief Wealth Strategist . This position will report to the Chief Wealth Strategist ... an organized manner to the WSG Analyst and Chief Strategist + Respond to WSG emails with appropriate resources...2+ years of administrative experience, preferably within financial services, wealth management, or a related field + Strong skills… more
- Charles Schwab (Westlake, TX)
- …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