- PNC (Philadelphia, 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 ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management by working… more
- HUB International (Salt Lake City, UT)
- **Employee Benefits Senior Financial Strategist ** **Are you a bright, outgoing, people-oriented person? If so, this is the career for you.** At HUB, we value ... assist you along your career development path. As an **Employee Benefits Financial Strategist ** , you will provide analytical support to Business Advisors and client… more
- JPMorgan Chase (New York, NY)
- …whilst building our brand and adhering to global standards. As an Asset Wealth Management Events Business Management Strategist Executive Director within the ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...+ Manage the strategic analysis and presentation creation for Senior Management + Lead as a strategic partner and… more
- Cherry Bekaert (Coral Gables, FL)
- …presentations, as well as proactive proposals/statements of qualification. As a Senior contributor, they provide teams with assistance on effective pursuit ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. \#LI-KG1 #LI-REMOTE… more
- Charles Schwab (Newport Beach, CA)
- …Net Worth client experience + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP strongly preferred + Professional ... **Your opportunity** As a Schwab Wealth Consultant at Charles Schwab you are responsible...clients in the context of a dedicated relationship. The Wealth Advisor works across a wide spectrum of investment… more
- Regions Bank (Birmingham, AL)
- …Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- City National Bank (Chatsworth, 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 Management's primary point of contact for assigned line of… more
- First Horizon Bank (Knoxville, TN)
- …the detail and have the people skills necessary to interact with clients. The Senior Portfolio Strategist oversees the investment of trust assets. This position ... job posting. **Summary** First Horizon Advisors, Inc. provides integrated wealth management services to individuals, families, endowments, foundations, retirement… more
- Comerica (Farmington, MI)
- …complex asset holdings. * Proactively communicates with the sales professional (Fiduciary Strategist / Wealth Advisor) and Financial Advisor teams throughout the ... onboarding new business in Comerica Advisor Solutions and Private Wealth , to ensure success of Ultra High Net Worth...for all new business and coordinate required approvals from Senior Leadership. * Collaborates on new business reviews and… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... 3 direct reports - Director DAR HR, Sr. Learning Strategist and Sr. Engagement Strategist . The team...both human-oriented and business -centric. They work with other senior leaders to outline goals and objectives along with… more
- Manulife (Boston, MA)
- …is an entrepreneurial role, where the individual will operate as a leader, a strategist , and a consultant. The Pricing Officer will Lead the Pricing team, be ... company, both as the main point of contact for senior management and as a participant (and sometimes leader)...the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and… more
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