- PNC (Pittsburgh, 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 ... 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
- Comerica (San Francisco, CA)
- Senior Wealth Planning Strategist , Senior Vice President: The Senior Wealth Planning Strategist is responsible for supporting and enhancing ... and excellent customer service. Position Responsibilities: Support and expand wealth management business by providing consultative and advisory services through… more
- Zions Bancorporation (Dallas, TX)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated Senior Wealth Planning Strategist to join our team in Dallas, TX ... will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and client relationship… more
- Edward Jones (Scottsdale, AZ)
- …business opportunities and deliver on established growth metrics. *Internally this role is titled Senior Wealth Strategist At Edward Jones, we value and ... have a desire to be a part of the wealth management process? Do people consider you a strategic...extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients… more
- City National Bank (Los Angeles, CA)
- ** WEALTH STRATEGIST CNR** **WHAT IS THE OPPORTUNITY?** This position is responsible for further expanding City National Rochdale's relationships with its high ... attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they...and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth … 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...+ Proven ability to interact effectively and professionally with senior executives, internal business partners, external clients, creative teams,… more
- Edward Jones (Tempe, AZ)
- …products and services, and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of our home ... have a desire to be a part of the wealth management process? Do people consider you a strategic...as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and… more
- UMB Bank (Denver, CO)
- …cycle, in the manner best suited to the clients' goals and objectives. The Senior Investment Strategist works directly with our most sophisticated and complex ... **Duties & Responsibilities** Every step of the UMB Private Wealth Management investment process is overseen and executed by...and asset allocation for clients serviced by the Private Wealth Management team. This role will focus on serving… more
- Edward Jones (Tempe, AZ)
- …**Team Overview:** Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do ... Worth team could be the right opportunity for you! Wealth Management Consultation is an area within Wealth...plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing… more
- Plante Moran (MI)
- Senior CRM Data Strategist + Location:...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and ... you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante… more
- University of Pennsylvania (Philadelphia, PA)
- …lived and expert experience into the design process.This role will report to the Senior Design Strategist follows a hybrid work schedule, requiring 2-3 days a ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- Acosta Group (San Francisco, CA)
- …See and solve from every angle.** Inspire action.** TCE has an **Innovation Strategist ** opportunity in **San Francisco, CA!** **What are WE looking for?** We are ... internal vision, and the visions of our clients. The Strategist is a multi-talented professional who is practiced in...largest and smallest brands in the world. + Support Senior Strategists in guiding the project engagement + Guide… more
- Edward Jones (St. Louis, MO)
- …Schedule: Full-Time Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do ... right opportunity for you! This team sits within the Wealth Management Advice and Solutions (WMAS) division. WMAS Purpose:...the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence to… more
- BlackRock (New York, NY)
- …limited to, Corporates, Healthcare Companies, Endowments & Foundations, Publics, Sovereign Wealth , and selective High Net Worth individuals and Family Offices. OCIO ... bodies, and internal teams. + Provide strategic advice and insights to senior management on financial matters, including investment strategies, risk management, and… more
- Regions Bank (Birmingham, AL)
- …section of the system. **Job Description:** At Regions, the Corporate Marketing Senior Business Partner serves as a strategic liaison between Marketing and assigned ... the markets (eg, De Novo, grand openings, financial education efforts, Women + Wealth , Disaster relief, etc.) + Takes ownership and responsibility for large, complex… more
- Cherry Bekaert (Nashville, TN)
- …presentations, as well as proactive proposals/statements of qualification. As a Senior contributor, they provide teams with assistance on effective pursuit ... and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. \#LI-REMOTE… more
- City National Bank (Las Vegas, NV)
- …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 ... ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of… more
- DA Davidson Companies (Seattle, WA)
- …will have the choice between the CERTIFIED FINANCIAL PLANNER (TM) and the Certified Wealth Strategist (R) credentials. Year 1 - Seattle Learn wealth planning ... Founded in 1935, DA Davidson has been offering personalized wealth management services and solutions rooted in the values,...member of our Apprentice team, you will engage with Senior Financial Advisors around the firm to learn about… more
- PNC (Irvine, CA)
- …The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The… more
- Bank of America (New York, NY)
- …through Advisor consultations and portfolio reviews. **Job Responsibilities:** + Support Senior UHNW Portfolio Strategist client/prospect cases through subject ... manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors + Must hold… more