- Wells Fargo (Atlanta, GA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... as a subject-matter expert to clients and Advisors around wealth planning content , services, and solutions + Coach and educate Advisors to independently implement… more
- Regions Bank (Atlanta, GA)
- …Regions Securities LLC and Regions Bank. Specialized Industries Delivery and Execution Strategist assists senior coverage bankers in the delivery and execution ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
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