- 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 ... have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and...office in any of the following locations: **Salt Lake City , UT; Las Vegas, NV; Phoenix, AZ; Denver, CO**… more
- Zions Bancorporation (Salt Lake City, UT)
- …the opportunity. We are seeking a **Senior Brand Copywriter and Content Strategist ** with financial services expertise to develop sophisticated brand narratives and ... communications + Expert knowledge of complex financial products including wealth management, commercial banking, and investment services + Strategic...sit at a local corporate hub in Salt Lake City , Utah or Houston, Texas 5 days a week.… more
- City National Bank (New York, NY)
- …and contact activities and performance metrics. * Determine the appropriate segment of City National for prospects/clients. Lead partnering to "deliver the full ... the incentives with which colleagues are awarded. * All City National products, financial solutions and services...preferred * State insurance licenses, CIMA or Cannon Certified Wealth Strategist designation preferred. * MBA preferred… more
- City National Bank (West Hollywood, 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 ... THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line...eligible for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the… more