- PNC (Vienna, VA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based in ... 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 (Richmond, VA)
- …(United States of America) **Please review the following job description:** The Truist Wealth Omni Digital Strategist is responsible for working in partnership ... for Truist wealth and investment clients and teammates. The Wealth Omni Digital Strategist provides the strategic vision for a wealth segment/area of… more
- City National Bank (Richmond, VA)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the ... and Asset Protection, with an emphasis on business owner wealth and succession planning. *WHAT WILL YOU DO?* *...WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze… more
- Charles Schwab (Tysons Corner, VA)
- …should have. **Preferred Qualifications** + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Bachelor's ... transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for...in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment… more
- Truist (Richmond, VA)
- …to ensure alignment on planning strategy and support for advisor-led planning 9. Collaborate with Wealth Strategist team to ensure Wealth Strategist and ... are on point for execution 11. Content creation - partner with Wealth Strategist and National Sales Content teams to ensure effective development and delivery… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... work and ensure the culture scales with the organization. **A scaling strategist ** **-** Previous SVP-level experience within healthcare services or a similar… more