- City National Bank (CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This position is responsible for further expanding City National Rochdale's relationships with its high and ... 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 (East Saint Louis, IL)
- …complex needs. They serve as the tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate tax ... 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 Tax Planning Strategist leverages the extensive… more