- City National Bank (San Francisco, CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY?...employees assigned to this job. *Benefits and Perks* At City National , we strive to be the best ... new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the… 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
- City National Bank (San Francisco, CA)
- …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 ... THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line...employees assigned to this job. *Benefits and Perks* At City National , we strive to be the… more
- KeyBank (Salt Lake City, UT)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) ... **Location:** 36 South State Street - Salt Lake City , Utah 84111 **Job Summary** Key Private Bank...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more