• Senior Lead Wealth Planning…

    Wells Fargo (Phoenix, AZ)
    **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as ... well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth … more
    Wells Fargo (10/01/25)
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  • Wealth Strategist

    City National Bank (Phoenix, AZ)
    …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24… more
    City National Bank (10/24/25)
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