- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- Citigroup (Los Angeles, CA)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers,… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth...and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth … more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth ...both independence and partnership. The program has a financial planning team that is integrated in their team. We ... providing a turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Charles Schwab (Tysons Corner, VA)
- …"challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing ... clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide...our clients includes but is not limited to: financial planning , estate planning , investment management, retirement … more
- HUB International (Albuquerque, NM)
- …referral partner representatives + Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to ... industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly...referral programs + Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral… more
- Edward Jones (Tempe, AZ)
- …financial strategies to help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party experts to ... Wealth Consulting is a team within the Private Wealth area that serves as the planning ...and build relationships with clients and financial advisors + Lead firm goals, projects and initiatives to better serve… more
- KeyBank (Portland, ME)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary… more
- Truist (Houston, TX)
- …to solutions for our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under ... revenue. Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors… more
- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
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