- Bank OZK (Fort Lauderdale, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +...management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide… more
- JPMorgan Chase (Palo Alto, CA)
- …10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. As a Vice - President - Wealth Planner within JP Morgan Wealth ... Wealth Planning & Advice is a group of experts...you will have a comprehensive understanding of tax and trust & estate laws, and the ability to simplify this… more
- Thrivent Financial (Houston, TX)
- …delegate and lead a team toward reaching regional Advisor Group goals. The Area Vice President (AVP) focuses on 5 key areas: + Leadership: In their key ... others with Thrivent's purpose, promise and principles. The Area VP will grow exceptional leaders, connect with regional communities,... Advisor Growth: Top priority for the Area Vice President is to lead advisor… more
- BlackRock (Princeton, NJ)
- …versions of research materials **Requirements:** + CFA, CFP, JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth management, ... in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy… more
- Citigroup (Miami, FL)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Comerica (Houston, TX)
- Vice President , Senior Wealth Advisor The Vice President , Senior Wealth Advisor role will be responsible for contributing to the overall ... success of the Wealth & Institutional Management business unit by building and...market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to… more
- Charles Schwab (Westlake, TX)
- …guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of investment needs to help ... **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible... specialists to offer solutions including banking, lending and trust + Take an in-depth consultative approach to analyze,… more
- Citigroup (San Francisco, CA)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Citigroup (Irving, TX)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating… more
- Citigroup (New Castle, DE)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...rapport and being viewed as a trusted risk resource/ advisor while maintaining and protecting the integrity of an… more