- City National Bank (Austin, TX)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the ... and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?* *...WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze… more
- Regions Bank (Houston, TX)
- …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
- PNC (Dallas, TX)
- …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
- Charles Schwab (Westlake, TX)
- …to DAFgiving360 for day-to-day activities. We're seeking a seasoned marketing strategist with 8+ years of relevant professional experience in financial services. ... advisors, including RIAs and family offices. The ideal candidate will understand the wealth management and advisor marketplace, as well as how to effectively develop… more