- PNC (Philadelphia, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you ... for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners… more
- HUB International (Salt Lake City, UT)
- **Employee Benefits Senior Financial Strategist ** **Are you a bright, outgoing, people-oriented person? If so, this is the career for you.** At HUB, we value ... assist you along your career development path. As an **Employee Benefits Financial Strategist ** , you will provide analytical support to Business Advisors and client… more
- JPMorgan Chase (New York, NY)
- …whilst building our brand and adhering to global standards. As an Asset Wealth Management Events Business Management Strategist Executive Director within the ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...platform enhancements. While this role does not involve event planning , a keen interest in events and a readiness… more
- Federal Reserve System (Richmond, VA)
- …with a wide range of benefits and perks that support your health, wealth , and life. In addition to competitive compensation, we offer a comprehensive benefits ... find balance. **About the Opportunity** The User Experience (UX) Strategist is part of an organization focused on improving...maps, and service and product optimization. + Responsible for planning and conducting research at the various stages of… more
- Charles Schwab (Newport Beach, CA)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance ... our clients includes but is not limited to: financial planning , estate planning , investment management, retirement ...experience + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP strongly… more
- Regions Bank (Birmingham, AL)
- …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
- City National Bank (Woodland Hills, 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 ... **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... This position reports to the SAVP Advancement Strategy and Planning and oversees a team of 7 people, including...3 direct reports - Director DAR HR, Sr. Learning Strategist and Sr. Engagement Strategist . The team… more