- Edward Jones (Tempe, AZ)
- …products and services, and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity...in the following ways: + They serve as the Estate Planning expert in partnership with the Senior… more
- Edward Jones (Tempe, AZ)
- …and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This team sits ... services that our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high -net-worth (HNW) client… more
- Zions Bancorporation (Dallas, TX)
- …the 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 ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Edward Jones (St. Louis, MO)
- …Apart** : * Mastery of financial planning, investment strategies, tax planning, and estate planning. * Extensive experience dealing with high net worth clients ... If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!...help clients reach their goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our… 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 ... planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth… more
- Amazon (Redmond, WA)
- …strategic vision, updates, goals, program changes and roadmap to stakeholders and senior leaders. Export Control Requirement: Due to applicable export control laws ... is to optimize all Facilities operations within Kuiper environments to support high -velocity satellite production. Basic Qualifications - 5+ years of program or… more
- Edward Jones (Scottsdale, AZ)
- …and identify solutions to keep them on-track. **What you'll do:** + Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an ... and subject matter experts on the HNW team (ie, estate , tax, business owners, home office portfolio strategist...on established growth metrics. *Internally this role is titled Senior Wealth Strategist At Edward Jones, we… more
- Netflix (Los Gatos, CA)
- …can change their plans at any time. We are seeking a Space & Occupancy Strategist and Planner, reporting to the Director of Space & Occupancy Strategy, to support ... tracking changes of workplace occupancy of Netflix's evolving real estate portfolio in the UCAN region. The S&O team...highly visible projects for a wide range audience (ie: senior leadership) containing but not limited to workplace standards,… more
- Conifer Realty LLC (Rochester, NY)
- …LLC is a dynamic, vertically integrated organization that creates and manages high -quality affordable and work-force housing. Conifer is devoted to growth, to ... markets across the Midwest, Southeast to fulfill the dire need for high -quality, affordable housing. The company has developed over 21,000 affordable housing… more
- Talence Group LLC (Corvallis, OR)
- …provides a complete range of financial products and services, including investment, real estate and small business lending to its members with the convenience, ease, ... Officer (CGO) reporting to the CEO will join the senior leadership team during a pivotal period of strategic...service expansion. + Cultivate a culture of creativity and high performance within the marketing team. + Develop and… more