- City National Bank (Beverly Hills, CA)
- * 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
- 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 ... City , MO area with a growing boutique ...support to the firm's Lead and Senior Advisors. The Wealth Management Strategist (WMS) will collaborate with… 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
- First National Bank of Omaha (Minneapolis, MN)
- …pieces and market commentary. - Be a recognized, respected voice in the wealth management industry-bringing national visibility and credibility to FNBO's brand. ... Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first mindset rooted in education, communication, 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 ... **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
- Citizens (New York, NY)
- …We're seeking a highly motivated and detail-oriented Real Time Social Creative Strategist to join our Enterprise Content and Social team, supporting the fast-paced ... creative needs of our Private Bank and Private Wealth business. This role will be responsible for partnering...Work Schedule: M-F 8-5 4 days in New York City office or Boston MA office 1 day work… more