- City National Bank (San Francisco, CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This position is responsible for expanding the CNR's relationships with its high ultra-high net-worth (UHNW**) ... more
- Regions Bank (Birmingham, AL)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and ultra-high net ... more
- CIBC (Boston, MA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Wealth Strategist , you are responsible for supporting and working ... more
- Zions Bancorporation (Salt Lake City, UT)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office ... more
- PNC (Tysons Corner, VA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank, you will be based in ... more
- PNC (Palm Beach Gardens, FL)
- …and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Centralized Planning Group, you will be based within ... more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist I within PNC Investments, you will be based in Pittsburgh, ... more
- KeyBank (Cleveland, OH)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the ... more
- BMO Financial Group (Minneapolis, MN)
- …business continuity strategies.** **Having JD/CFP/CPA designations is a plus!** Provides specialized wealth planning for High Net Worth / Ultra High Net Worth ... more
- Coldstream Wealth Management (Bellevue, WA)
- … Wealth Strategy Group (WSG) - several Wealth Managers and the Chief Wealth Strategist . This position will report to the Chief Wealth Strategist ... more
- Charles Schwab (Westlake, TX)
- …Bachelor's degree highly preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional ... more
- Regions Bank (Atlanta, GA)
- …Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to ... more
- KeyBank (New York, NY)
- …team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist , and Relationship Manager ... more
- Edward Jones (Dallas, TX)
- …deliver on established growth metrics. Internally this role is titled Senior Wealth Strategist ** Edward Jones' compensation and benefits package includes medical ... more
- City National Bank (Irvine, 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 ... more
- KeyBank (Columbus, OH)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) ... more
- City National Bank (Beverly Hills, CA)
- …years of financial services experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63, and 65 or 66 ... more
- KeyBank (Boston, MA)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... more
- City National Bank (Las Vegas, NV)
- …years of financial services experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63, and 65 or 66 ... more
- City National Bank (Wilmington, DE)
- …required. * Direct experience as a Trust Advisor, Trust Administrator, or Wealth Planner/ Strategist preferred. * Strong fiduciary knowledge with ability to ... more
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