- 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 ... and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth ...Certified Financial Planner + CEPA - Certified Exit Planning Advisor within one year of employment **Skills and Knowledge**… 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 ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- PNC (Columbus, OH)
- …team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist , and Relationship Strategist . **Institutional ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- Edward Jones (Phoenix, AZ)
- …Schedule: Full-Time 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 ... concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes...right opportunity for you! This team sits within the Wealth Management Advice and Solutions (WMAS) division. WMAS Purpose:… more
- Comerica (Bloomfield Hills, MI)
- …will thrive in team-based fiduciary environment, working closely with the trust officer, wealth advisor , and private banker and other internal colleagues to ... Senior Investment Strategist , Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios of high… more
- Regions Bank (Little Rock, AR)
- …Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to ... section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate,… more
- Edward Jones (Glendale, 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 ... concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes...Worth team could be the right opportunity for you! Wealth Management Consultation is an area within Wealth… more
- Plante Moran (Southfield, MI)
- Marketing Strategist + Location: United States, Michigan, Southfield + Location: United States, Illinois, Chicago Make your mark. Our dedicated team of industry ... audiences, and generate demand. . Serve as a strategic advisor to the business, developing strong relationships with internal...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and… more
- Charles Schwab (Westlake, TX)
- …guidance and advice to clients in the context of a dedicated relationship. The Wealth Advisor works across a wide spectrum of investment needs to help ... preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications… more
- City National Bank (Woodland Hills, 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
- Edward Jones (Phoenix, AZ)
- …deliver on established growth metrics. *Internally this role is titled Senior Wealth Strategist Edward Jones' compensation and benefits package includes medical ... have a desire to be a part of the wealth management process? Do people consider you a strategic...concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …Vestmark. + Revert new account not in good order (NIGO) back to the submitting advisor with details on the issues causing the NIGO. + Updating Existing Accounts on ... are in good order and then ensure accounts are correctly updated per the advisor 's instructions with Vestmark. + Revert account updates that are NIGO back to the… more