- Edward Jones (St. Louis, MO)
- …about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! ... complex client needs and goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources...serving their clients with complex needs, particularly related to tax planning. This position is critical in serving as… more
- 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
- 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 ... at manager's discretion. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- BMO Financial Group (Hinsdale, IL)
- …Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax , ... Provides specialized wealth planning for High Net Worth / Ultra...group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks… more
- Edward Jones (Scottsdale, AZ)
- …Jones products and services, and ongoing reporting and support. **What you'll do:** The Senior Tax Planning Strategist leverages the extensive resources of ... HNW clients with complex needs. They serve as the tax planning expert in partnership with the Senior...and Services (APPS) required to meet our HNW client's wealth management and tax planning needs. +… more
- JPMorgan Chase (New York, NY)
- …Private Bank Advisors to help clients make well-informed decisions and achieve their goals. The Senior Tax Strategist will report directly to the Head of ... clients:** Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking… more
- City National Bank (New York, NY)
- * SENIOR INVESTMENT STRATEGIST * WHAT IS THE OPPORTUNITY? The Senior Investment Strategist is a member of the investment research team reporting to the ... market outlook and translate those views into portfolio construction for clients. The Senior Investment Strategist leads the effort to generate materials to… more
- Comerica (Charlotte, NC)
- Senior Investment Strategist , Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios ... thrive in team-based fiduciary environment, working closely with the trust officer, wealth advisor, and private banker and other internal colleagues to reach… more
- Edward Jones (Phoenix, 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