- 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
- Edward Jones (St. Louis, MO)
- …about experience supporting Financial Advisors? 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...Team Support member(s) processes including the implementation of Core Wealth , Banking, and Financial Planning offerings. *… more
- PNC (Philadelphia, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you ... for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners… 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 ... Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax,… more
- 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 ... wealth management offerings and experiences, from discovery to planning and implementation, supported by thought leadership and expert...the following ways: + They serve as the Estate Planning expert in partnership with the Senior … more
- Edward Jones (Tempe, AZ)
- …**Team Overview:** Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do ... you have a strong background in financial planning and experience with complex financial planning ...Worth team could be the right opportunity for you! Wealth Management Consultation is an area within Wealth… more
- Edward Jones (St. Louis, MO)
- …to meet our client's wealth management needs. + In coordination with the senior portfolio strategists and senior planners, provide the right level of support ... have a desire to be a part of the wealth management process? Do people consider you a strategic...collaborator? Do you have a strong background in financial planning and experience with complex financial planning … more
- Acosta Group (San Francisco, CA)
- …pace on multiple projects, simultaneously traveling, exploring, tasting, learning, communicating and planning . If this sounds like the food & beverage adventure of ... from every angle.** Inspire action.** TCE has an **Innovation Strategist ** opportunity in **San Francisco, CA!** **What are WE...largest and smallest brands in the world. + Support Senior Strategists in guiding the project engagement + Guide… more
- Edward Jones (Tempe, AZ)
- …through wealth management offerings and experiences, from discovery to planning and implementation, supported by thought leadership and expert services. ... resource that our branch teams can utilize to implement wealth management Advice, Planning , Products, and Services...the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence to… more
- Regions Bank (Birmingham, AL)
- …section of the system. **Job Description:** At Regions, the Corporate Marketing Senior Business Partner serves as a strategic liaison between Marketing and assigned ... the markets (eg, De Novo, grand openings, financial education efforts, Women + Wealth , Disaster relief, etc.) + Takes ownership and responsibility for large, complex… 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 ... **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for… more
- Edward Jones (Scottsdale, AZ)
- …business opportunities and deliver on established growth metrics. *Internally this role is titled Senior Wealth Strategist At Edward Jones, we value and ... and impacts to their area of expertise and financial planning concepts. + Support the Senior Planner...Team Support Member(s) processes including the implementation of Core Wealth , Banking, and Financial Planning offerings. +… more
- PNC (Charlotte, NC)
- …develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation ... The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist **Institutional Asset… more
- Bank of America (New York, NY)
- …Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification **Minimum Education Requirement:** Bachelor's ... through Advisor consultations and portfolio reviews. **Job Responsibilities:** + Support Senior UHNW Portfolio Strategist client/prospect cases through subject… more