- City National Bank (Newark, DE)
- …This position is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients ... by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues...eligible for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the… more
- Zions Bancorporation (Salt Lake City, UT)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated ** Wealth Strategist ** to join our team and help with our Family Office ... will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession… more
- City National Bank (New York, NY)
- …and contact activities and performance metrics. * Determine the appropriate segment of City National for prospects/clients. Lead partnering to "deliver the full ... the processes employed and the incentives with which colleagues are awarded. * All City National products, financial solutions and services are to be provided… more
- City National Bank (West Hollywood, CA)
- …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 ... THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line...eligible for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the… more
- City National Bank (Los Angeles, CA)
- …review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with ... lead to ongoing growth and development of PB and City National Bank. * May partner with...* May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7… more
- City of New York (New York, NY)
- …TO: - Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying appropriate statistical methodology ... with peer-reviewed literature on social determinants of health, including wealth , food insecurity and financial incentives, in addition to...- Loan Forgiveness: As a prospective employee of the City of New York, you may be eligible for… 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 ... **Location:** 36 South State Street - Salt Lake City , Utah 84111 **Job Summary** Key Private Bank...+ Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products… more
- University of Pennsylvania (Philadelphia, PA)
- …Best Large Employers in 2023. Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
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