- City National Bank (Chicago, IL)
- * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ... by partnering with field business development officers. Support Sr Wealth Strategist and Wealth ...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 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 bonuses and/or commissions. *Benefits and Perks* At City National , we strive to be the… 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