- Fidelity TalentSource LLC (Boston, MA)
- …Leadership: Partnering with investment, risk, data science, and digital asset strategist teams in creating and enhancing investment content and thought leadership ... in the financial services industry, preferably in asset management and/or wealth management, across the discretionary advisory and model delivery space, including… 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 ... 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
- 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! ... strategies to help clients reach their goals. **What you Will Do:** Senior Wealth Strategists leverage the extensive resources of our home office to support… 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 ... 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
- 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 ... 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)
- …Qualtrics, Collibra, and others *Job Responsibilities:* -Partner with PWM (Private Wealth Management) senior leaders to identify analytics opportunities and ... workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Private Wealth Management Analytics Strategist - VP* **Location:**… 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...+ Proven ability to interact effectively and professionally with senior executives, internal business partners, external clients, creative teams,… 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 ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… 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 ... have a desire to be a part of the wealth management process? Do people consider you a strategic...extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients… 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,...you will also have the opportunity to work with Sr .Planners and contribute to in-person training sessions at various… 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 ... ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of… more
- PNC (Charlotte, NC)
- …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
- 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 our home ... have a desire to be a part of the wealth management process? Do people consider you a strategic...as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and… 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 ... Worth team could be the right opportunity for you! Wealth Management Consultation is an area within Wealth...plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing… more
- Plante Moran (MI)
- Senior CRM Data Strategist + Location:...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and ... relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For,"… more
- University of Pennsylvania (Philadelphia, PA)
- …lived and expert experience into the design process.This role will report to the Senior Design Strategist follows a hybrid work schedule, requiring 2-3 days a ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- Comerica (Fort Lauderdale, FL)
- Business Transition Planning Strategist The Business Transition Planning Strategist is responsible for supporting and enhancing client relationships through the ... tax and estate planning issues. Position Competencies: Support and expand wealth management business by providing consultative and advisory services through… 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...portfolio strategy **What You Will Do:** The Associate Portfolio Strategist is the investment specialist responsible for assisting with… more
- Acosta Group (San Francisco, CA)
- …See and solve from every angle.** Inspire action.** TCE has an **Innovation Strategist ** opportunity in **San Francisco, CA!** **What are WE looking for?** We are ... internal vision, and the visions of our clients. The Strategist is a multi-talented professional who is practiced in...largest and smallest brands in the world. + Support Senior Strategists in guiding the project engagement + Guide… more
- Edward Jones (Tempe, AZ)
- …Schedule: Full-Time 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 ... right opportunity for you! This team sits within the Wealth Management Advice and Solutions (WMAS) division. WMAS Purpose:...the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence to… more
