- 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, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… 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, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- Citigroup (Tampa, FL)
- The Senior Lead Counsel I is a...Wealth Client Segments Legal also cover cross-border activity, wealth planning , insurance sales and referrals and ... various initiatives, queries and regulatory implementation/review processes. + Participate in Wealth planning and development initiatives; contribute to business… more
- JPMorgan Chase (New York, NY)
- …a platform of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development ... This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving...deliver exceptional value to our clients. The Digital Product Lead will oversee the product lifecycle from ideation to… 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 (Santa Rosa, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… 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
- M&T Bank (Boston, MA)
- …other planning specialists to identify, evaluate, implement, and administer wealth management strategies, tactics and solutions. Serves as subject matter expert ... advanced knowledge of estate, trust, tax, philanthropic, family governance, multigenerational planning and other wealth management disciplines to deepen and… more
- Fifth Third Bank, NA (Lexington, KY)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client ... results. + Participates in the ongoing development of the wealth planning process. + SUPERVISORY RESPONSIBILITIES: +...and/or marketing. + Resourcefulness in finding creative solutions. #LI-LB1 Senior Wealth Strategist At Fifth Third, we… 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