- City National Bank (San Francisco, CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is ... wealth and succession planning. What you will do * Work with Senior Wealth Strategist and Wealth Strategist in developing integrated estate and… more
- BlackRock (Princeton, NJ)
- …position is a joint role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the intersection of ... and construction problems involving risk, tax, and customization priorities **After-Tax Wealth Strategist Key Responsibilities:** + Provide subject matter… more
- Regions Bank (Birmingham, AL)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and ultra-high net ... eligible. **Requirements** + Bachelor's degree + Eight (8) years of Wealth Strategist /Financial Planning experience **Preferences** + Doctor of Jurisprudence… more
- CIBC (New York, NY)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Wealth Strategist , you are responsible for supporting and working ... with Relationship Managers and clients to develop and implement wealth planning as part of CIBC Private Wealth... wealth planning as part of CIBC Private Wealth 's integrated wealth management process. You will… more
- Zions Bancorporation (Salt Lake City, UT)
- …the talent; we bring the opportunity. We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office ... will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management by working… more
- Truist (Mclean, VA)
- …Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients ... is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of complex estate… more
- KeyBank (Cleveland, OH)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the ... * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership...family * Establishes deep trust and confidence with Family Wealth clients while to position the team as the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and technical resource to manage the complexities of ultra high net wealth , including estate, tax and charitable planning; business succession and exit planning, ... maintain relationships with financial advisors and provide consultative education of wealth management services and products to support asset retention and growth… more
- Coldstream Wealth Management (Bellevue, WA)
- … Wealth Strategy Group (WSG) - several Wealth Managers and the Chief Wealth Strategist . This position will report to the Chief Wealth Strategist ... an organized manner to the WSG Analyst and Chief Strategist + Respond to WSG emails with appropriate resources...2+ years of administrative experience, preferably within financial services, wealth management, or a related field + Strong skills… more