- KeyBank (Naples, FL)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- Wellington (New York, NY)
- …positioning into the development of product marketing materials + Partner with US Wealth Marketing Strategist to identify opportunities for new content for ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing… more
- PNC (NJ)
- …best experience and advice for our clients. As a Business Development Officer Sr . - Insurance Strategist within PNC Bank's Private Bank Insurance organization, ... Job Profile: Incumbent will serve as the insurance expert within the Wealth Management organization and will demonstrate advanced knowledge of the insurance industry… more
- Jackson National Life Insurance Company (Nashville, TN)
- …please login to Workday and apply through Jobs Hub._** **Job Purpose** **The Sr . Advanced Planning Strategist is responsible for consulting with and presenting ... case illustrations.** **Essential Responsibilities** + Communicates complex retirement and wealth strategies to financial, legal and tax professionals and… more
- KeyBank (Palm Beach Gardens, FL)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship… more
- Edward Jones (St. Louis, MO)
- …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? ... opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs...Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our… more
- UMB Bank (Leawood, KS)
- …in the manner best suited to the clients' goals and objectives. The ** Senior Investment Strategist ** works directly with our most sophisticated and complex ... Every step of the UMB Private Wealth Management investment process is overseen and executed...a discretionary basis. Relationship Management and Sales Support Assist Wealth Advisors and Managing Partners with analyzing portfolios and… more
- Rational 360 (Washington, DC)
- Rational 360 is hiring a Senior Social Listening Strategist to help support and expand the firm's integrated data approach for clients. Candidates should have ... stake in the Company's success. This is a long-term wealth -building retirement benefit. Full-time staff members are eligible for...lead the trainings. Each employee is paired with a senior member of the management team at Rational which… more
- Rational 360 (Washington, DC)
- Rational 360 is hiring a Senior Advertising Strategist to help manage and execute the firm's digital advertising campaigns. The ideal candidate will have ... stake in the Company's success. This is a long-term wealth -building retirement benefit. Full-time staff members are eligible for...lead the trainings. Each employee is paired with a senior member of the management team at Rational which… more
- Rational 360 (Washington, DC)
- Rational 360 is hiring a talented, detail-obsessed Senior Digital Strategist with a knack for digital marketing and advertising to join its quickly growing ... stake in the Company's success. This is a long-term wealth -building retirement benefit. Full-time staff members are eligible for...lead the trainings. Each employee is paired with a senior member of the management team at Rational which… more