- Fifth Third Bank, NA (Indianapolis, IN)
- …+ Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. Sr . Wealth Strategist LOCATION -- Cincinnati, Ohio 45202 Fifth ... in collaboration with the full Private Bank team, a Wealth Strategy for each client and prospect....Reviews all client deliverables for which the Strategist is the lead. + Delivers the wealth… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC Private Bank organization, you will ... Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship Management,… more
- Comerica (San Francisco, CA)
- Senior Wealth Planning Strategist , ...wealth transfer analyses and suggestions that support the client 's goals and desires. * Work closely with the ... Senior Vice President: The Senior Wealth Planning Strategist is responsible for supporting and enhancing high-net-worth prospect and client … more
- City National Bank (AZ)
- …needs using Salesforce + Peer review client -facing custom designed output from other Sr . Wealth Strategist . + Partner with Strategy team to create ... attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they...Consultants and the independent financial advisors they serve. Support Sr Wealth Strategist and … 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 ... wealth plan creation, risk management, and providing wealth recommendations that align with client goals....and providing wealth recommendations that align with client goals. + Compliance: Ensure all financial planning activities… more
- BMO Financial Group (Naperville, IL)
- …the desired client experience. + Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client interactions. + ... Designations: JD, CFP Provides specialized wealth planning for High Net Worth / Ultra...planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to… more
- Comerica (Dallas, TX)
- Business Transition Planning Strategist The Business Transition Planning Strategist is responsible for supporting and enhancing client relationships through ... tax and estate planning issues. Position Competencies: Support and expand wealth management business by providing consultative and advisory services through… more
- Wellington (Boston, MA)
- … Strategist will serve as a strategic thought partner for our US Wealth client -facing team as we expand and deepen relationships with financial advisors, ... global marketing teams. The candidate is expected to bring extensive US wealth management and distribution knowledge and experience in working with different… more
- Edward Jones (Phoenix, 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 ... as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and...Products, and Services (APPS) required to meet our HNW client 's wealth management and estate planning needs.… more
- Comerica (Bloomfield Hills, MI)
- Senior Investment Strategist , Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios ... both trust and investment agency accounts, and for maintaining meaningful client contact. The successful applicant will thrive in team-based fiduciary environment,… 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 dedicated teams of research and… more
- Edward Jones (Glendale, AZ)
- …actionable Advice, Planning, Products, and Services (APPS) required to meet our client 's wealth management needs. Through detailed analysis, the team develops ... have a desire to be a part of the wealth management process? Do people consider you a strategic...goals and expectations. They are part of the durable, client -facing team that works closely with the Senior… 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
- Broadridge Financial Solutions (Boston, MA)
- …complex ideas, anticipates potential objections and persuades others, often at senior levels, to adopt a different point of view Broadridge associates ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Charles Schwab (Alexandria, VA)
- …Bachelor's degree highly preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP strongly preferred + Professional ... attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores + Partner with wealth specialists to… more
- American Bankers Association (Washington, DC)
- … wealth management practitioners), and coordinate with assigned Marketing Strategist to develop messaging plans addressing objectives across different channels ... experience in wealth management with speaking or teaching experience preferred; recognition as an SME in the space strongly preferred. + Intimate understanding… 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 ... ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth ...CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …with the processes involved with opening, trading, rebalancing, reallocating, and servicing wealth management client accounts. + Experience with Vestmark or ... and 310 team members. Position Objective, Typical Duties, and Responsibilities As a Senior Investment Service Associate, you will play a crucial role within the… more
- Edward Jones (Phoenix, AZ)
- …opportunities and deliver on established growth metrics. *Internally this role is titled Senior Wealth Strategist Edward Jones' compensation and benefits ... have a desire to be a part of the wealth management process? Do people consider you a strategic...client 's holistic financial plan. + Partner with the Senior Planner and subject matter experts on the HNW… more