- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- KeyBank (Chicago, IL)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the ... * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership...family * Establishes deep trust and confidence with Family Wealth clients while to position the team as the… more
- Regions Bank (Atlanta, GA)
- …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
- Insight Global (Kansas City, MO)
- …time management skills. Description: Insight Global is assisting a client with identifying a Wealth Management Strategist II for a direct hire role in the Kansas ... management support to the firm's Lead and Senior Advisors. The Wealth Management Strategist (WMS) will collaborate with clients and client accounts, working… more
- City National Bank (New York, NY)
- …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 develop… more
- PNC (Pittsburgh, PA)
- …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
- KeyBank (Canton, OH)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) ... 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
- KeyBank (Salt Lake City, UT)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CSW) (preferred) **Tactical Skills** + Ability to build ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as… more
- Coinbase (New York, NY)
- …connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset Management (CBAM). ... them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and an...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute… more
- KeyBank (Hartford, CT)
- …1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The **Fiduciary Strategist ** is responsible for fulfilling the fiduciary responsibilities of KeyBank by ... delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and solutions… more