- 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
- 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 ...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
- Edward Jones (Tempe, AZ)
- …applicants. **Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? ... branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation… more