- State Street (Boston, MA)
- …seek to deliver new reporting tools and insights across distribution, marketing, and strategist teams leveraging tools such as Tableau or Power BI. These should ... access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full… more
- City National Bank (New York, NY)
- ** WEALTH STRATEGIST CNR** **WHAT IS THE OPPORTUNITY?** This position is responsible for further expanding City National Rochdale's relationships with its high ... Investment Consultants and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in the development… more
- Regions Bank (Nashville, TN)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and ultra-high net ... eligible. **Requirements** + Bachelor's degree + Eight (8) years of Wealth Strategist /Financial Planning experience **Preferences** + Doctor of Jurisprudence… more
- Fifth Third Bank, NA (Naples, FL)
- …Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. Sr. Wealth Strategist LOCATION -- Cincinnati, Ohio 45202 Fifth Third Bank, ... retirement). + Reviews all client deliverables for which the Strategist is the lead. + Delivers the wealth plan to clients and their advisors in a clear… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based ... 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
- Comerica (San Francisco, CA)
- Senior Wealth Planning Strategist , Senior Vice President: The Senior Wealth Planning Strategist is responsible for supporting and enhancing ... and excellent customer service. Position Responsibilities: Support and expand wealth management business by providing consultative and advisory services through… more
- Zions Bancorporation (Dallas, TX)
- …talent; we bring the opportunity. We are seeking an experienced and highly motivated Senior Wealth Planning Strategist to join our team in Dallas, TX and help ... will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and client relationship… more
- Morgan Stanley (Alpharetta, GA)
- …workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Private Wealth Management Analytics Strategist - VP* **Location:** ... a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including… 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...teams. The candidate is expected to bring extensive US wealth management and distribution knowledge and experience in working… more
- Truist (Richmond, VA)
- …Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients ... is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of complex estate… more
- Citizens (Johnston, RI)
- …the Vice President, Enterprise Content Manager focused on Private Bank and Private Wealth , the Strategist will participate in quarterly marketing planning and ... Description Overview of role: The Sr. Enterprise Content Marketing Strategist is part of the Enterprise Social Media and Content Strategy team. The Strategist is… more
- Charles Schwab (Newport Beach, CA)
- …Net Worth client experience + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP strongly preferred + Professional ... **Your opportunity** As a Schwab Senior 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
- Regions Bank (Chattanooga, TN)
- …Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- Morgan Stanley (Purchase, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Financial Modeling Strategist * **Location:** ... seeking an Executive Director or Vice President level Financial Modeling Strategist for our model development team. Desk Strategists (Strats) support… more
- Morgan Stanley (Purchase, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Retirement Investment Strategist * **Location:** ... a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including… more
- Edward Jones (Scottsdale, AZ)
- …and deliver on established growth metrics. *Internally this role is titled Senior Wealth Strategist At Edward Jones, we value and respect our associates ... have a desire to be a part of the wealth management process? Do people consider you a strategic...team (ie, estate, tax, business owners, home office portfolio strategist . etc.) to create a holistic, customized financial plan… more
- DA Davidson Companies (Seattle, WA)
- …will have the choice between the CERTIFIED FINANCIAL PLANNER (TM) and the Certified Wealth Strategist (R) credentials. Year 1 - Seattle Learn wealth planning ... Founded in 1935, DA Davidson has been offering personalized wealth management services and solutions rooted in the values,...the first two years learning the core competencies of wealth management, with a focus on financial planning techniques,… 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 ... SENIOR** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to… more
- PNC (Columbus, OH)
- …The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist . **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- PNC (Irvine, CA)
- …The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The… more