- City National Bank (CA)
- …with Senior Investment Consultants and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team ... planning. What you will do * Work closely with Senior Investment Consultants (SIC) and Financial Advisors (FA) as...* Peer review client-facing custom designed output from other Sr . Wealth Strategist . * Partner… more
- 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! ... review and analyze complex client needs and goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our home office to support… 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 ... 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
- Wellington (Boston, MA)
- …that aligns our perspectives with those of our clients. **About the Role** The US Wealth Marketing Strategist will serve as a strategic thought partner for our ... US Wealth client-facing team as we expand and deepen relationships...+ Proven ability to interact effectively and professionally with senior executives, internal business partners, external clients, creative teams,… more
- BMO Financial Group (Hinsdale, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- Charles Schwab (Orlando, FL)
- …Bachelor's degree highly preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly 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
- Comerica (Dallas, TX)
- Business Transition Planning Strategist The Business Transition Planning Strategist is responsible for supporting and enhancing client relationships through the ... tax and estate planning issues. Position Competencies: Support and expand wealth management business by providing consultative and advisory services through… more
- Comerica (Bloomfield Hills, MI)
- 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
- City National Bank (Las Vegas, NV)
- …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
- Jackson National Life Insurance Company (Nashville, TN)
- …please login to Workday and apply through Jobs Hub._** **Job Purpose** **The Sr . Advanced Planning Strategist is responsible for consulting with and presenting ... case illustrations.** **Essential Responsibilities** + Communicates complex retirement and wealth strategies to financial, legal and tax professionals and… 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
- Edward Jones (East Saint Louis, IL)
- …products and services, and ongoing reporting and support. **What you'll do:** The Senior Tax Planning Strategist leverages the extensive resources of our home ... have a desire to be a part of the wealth management process? Do people consider you a strategic...as the tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and… more
- JPMorgan Chase (New York, NY)
- …Bank Advisors to help clients make well-informed decisions and achieve their goals. The Senior Tax Strategist will report directly to the Head of Tax Strategy ... thought leadership, insights, and advice to advisors, clients and prospects on critical wealth structuring techniques and strategies used across the high net worth … 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...and asset allocation for clients serviced by the Private Wealth Management team. This role will focus on serving… 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
- 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
- Bentley Systems (PA)
- **Financial Market Strategist (North America)** **Location:** Home-Based, US As a member of the Infrastructure Policy Advancement team, you will be responsible for ... that match the needs of institutional investors (eg, pension funds, sovereign wealth funds) and insurers through digital solutions. + Collaborate with regulatory… 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 ... skills, both verbal and written. + Ability to build trust with senior leaders by delivering strategic marketing solutions. + Strong project management skills… more
- Citigroup (New York, NY)
- …highest ethical standards and making a positive impact on the communities we serve. Wealth brings together the full power of Citi to serve the entire continuum of ... wealth clients, from affluent to ultra-high net worth to...puzzle. The role is equal parts design engineer, artist, strategist , execution driver, and change agent, with a focus… 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