- Edward Jones (St. Louis, MO)
- …sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office ... you have a strong background in high net worth estate planning? If you answered yes to these questions,...Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution… more
- Amazon (Arlington, VA)
- …experience by highlighting global and cultural variances. Amazon Security seeks a Senior Workplace Strategist to lead our global workplace strategy initiatives. ... Description The Global Real Estate and Facilities (GREF) team provides real ...strategy, end to end delivery, and communicating results to senior leadership. * 5+ years working in space planning,… more
- Fifth Third Bank, NA (Lexington, KY)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-LB1 Senior Wealth Strategist At Fifth Third, we understand the importance ... through the development, delivery and implementation of advanced planning techniques: ( estate , tax, insurance, option, investment, retirement). + Reviews all client… more
- PNC (Nashville, TN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based ... in Tennessee. **Job Description** + Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity.… more
- Rock Family of Companies (Detroit, MI)
- As the Senior Strategist , Insights and Inspiration, you will lead the development and execution of strategic initiatives designed to drive business growth and ... insights and data into stories and recommendations that move senior leadership to action and reinforce a culture of...involved in many different industries, including mortgages, fintech, real estate and more. We're insistently different in how we… more
- Wells Fargo (Atlanta, GA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies + Provide support as a subject-matter… more
- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies + Provide support as a subject-matter… more
- KeyBank (Tarrytown, NY)
- …to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager ... advantages of the Key Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with the Relationship Management Team as part of… more
- M&T Bank (Boston, MA)
- …the relationship. **Primary Responsibilities:** + Apply advanced knowledge of estate , trust, tax, philanthropic, family governance, multigenerational planning and ... wealth management plan in areas such as, but not limited to, estate and trust, philanthropic, Delaware Trust, business succession, family governance and… more
- KeyBank (Pepper Pike, OH)
- …duties and responsibilities of bank. - Identifies and resolves potential trust and estate tax- related issues. - Applies sound fiduciary judgment to trust matters. ... and RMs to retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended… more
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