- 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 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
- Regions Bank (Birmingham, AL)
- …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
- 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:** The Wealth Strategist II leverages the extensive resources of our home office to support our… more
- Bank of America (Charlotte, NC)
- Wealth Strategist Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... net worth clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization needs. Key responsibilities include building relationships… 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! ... have a desire to be a part of the wealth management process? Do people consider you a strategic...Wealth Management Consultation is an area within … 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! ... have a desire to be a part of the wealth management process? Do people consider you a strategic...Wealth Management Consultation is an area within … more
- PNC (Philadelphia, 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
- 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
- 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
- Regions Bank (Nashville, 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:** *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
- 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 (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
- City National Bank (New York, NY)
- …years of financial services experience. + May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. + FINRA Series 7 and 63, and 65 or 66 ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. + Utilize,… more
