- Truist (Houston, TX)
- …and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and ... a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Success is measured against the ability to positively… more
- City National Bank (Austin, TX)
- …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... and succession planning. *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client's current financial… more
- Anywhere Real Estate (Houston, TX)
- …business plans for each new company. We are looking for a passionate and ambitious strategist who will play a key role in shaping the growth of this new business. ... potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more