- Zions Bancorporation (Dallas, TX)
- …bring the talent; we bring the opportunity. We are seeking an experienced and highly motivated Senior Wealth Planning Strategist to join our team in ... offering. The ideal candidate will have a strong background in financial planning , estate planning , wealth transfer planning , family office services,… more
- Charles Schwab (Westlake, TX)
- …Bachelor's degree highly preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional ... **Your opportunity** As a Schwab Wealth Consultant at Charles Schwab you are responsible...our clients includes but is not limited to: financial planning , estate planning , investment management, retirement … more