- 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 ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity...in the following ways: + They serve as the Estate Planning expert in partnership with the Senior… 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 and ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Comerica (San Francisco, CA)
- …, Senior Vice President: The Senior Wealth Planning Strategist is responsible for supporting and enhancing high -net-worth prospect and client ... of financial planning strategies, often involving complex financial, tax and estate planning issues. Position Competencies: Successful incumbents possess a strong… more
- Rock Family of Companies (Detroit, MI)
- …having the opportunity to become the best version of yourself. As a Senior Production Strategist , you'll develop strategies, set priorities, and define business ... is made up of nearly 100 separate businesses spanning fintech, sports, entertainment, real estate , startups and more. We're united by our culture - a drive to find… more
- City National Bank (AZ)
- **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...the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in the… more
- BMO Financial Group (Naperville, IL)
- Designations: JD, CFP Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth… more
- Citizens (New York, NY)
- Description Citizens is seeking a dynamic and strategic Vertical Marketing Strategist to spearhead marketing efforts for our key verticals: Private Equity and ... Venture Capital, Innovation Economy, Commercial Real Estate , and other industry verticals. The ideal candidate will...verbal and written. + Ability to build trust with senior leaders by delivering strategic marketing solutions. + Strong… more
- Charles Schwab (Westlake, TX)
- …Schwab Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading,… more
- Edward Jones (Phoenix, AZ)
- …and identify solutions to keep them on-track. **What you'll do:** + Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an ... and subject matter experts on the HNW team (ie, estate , tax, business owners, home office portfolio strategist...on established growth metrics. *Internally this role is titled Senior Wealth Strategist Edward Jones' compensation and… more
- Netflix (Los Gatos, CA)
- …can change their plans at any time. We are seeking a Space & Occupancy Strategist and Planner, reporting to the Director of Space & Occupancy Strategy, to support ... tracking changes of workplace occupancy of Netflix's evolving real estate portfolio in the UCAN region. The S&O team...highly visible projects for a wide range audience (ie: senior leadership) containing but not limited to workplace standards,… more