- City National Bank (Los Angeles, CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY?...employees assigned to this job. *Benefits and Perks* At City National , we strive to be the best ... more
- Insight Global (Kansas City, MO)
- Job Description Insight Global is assisting a client with identifying a Wealth Management Strategist II for a direct hire role in the Kansas City , MO area ... 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
- City National Bank (San Francisco, 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
- City National Bank (Wilmington, DE)
- …and qualifications required of employees assigned to this job. *Benefits and Perks* At City National , we strive to be the best at whatever we do, ... more
- City National Bank (Las Vegas, NV)
- …review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with ... more
- KeyBank (Salt Lake City, UT)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) ... more