- 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
- Edward Jones (Tempe, AZ)
- …ways: + They serve as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate client ... have a desire to be a part of the wealth management process? Do people consider you a strategic...and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive… 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… more
- DA Davidson Companies (Seattle, WA)
- …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