- Regions Bank (Birmingham, AL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and ultra-high net worth Private ... **Requirements** + Bachelor's degree + Eight (8) years of Wealth Strategist /Financial Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) +… more
- WTW (Los Angeles, CA)
- …As a Senior Director in WTW's Nonqualified Client Solutions team (retirement, nonqualified defined contribution and defined benefit), you will be in ... types of retirement plans. Whether a client has a defined benefit pension, a defined contribution...as day-to-day project managers) + Serve as nonqualified plan strategist and subject matter expert on client assignments +… more
- HNTB (Atlanta, GA)
- …HNTB's Sophisticated Sales Approach (SSA) process and serve as a key strategist to project pursuits. Will leverage relationships across all Divisions within the ... all times in support of the practice's sustainable profitable growth objectives as defined per the strategic plan. * Will supervise Practice Leaders and Regional… more
- Regions Bank (Orlando, FL)
- …Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret and present ... directly impact pay for individual associates include: experience, skills, knowledge, contribution , job location and, most importantly, performance in the job role.… more