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Wealth Strategist City National Rochdale
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Full-time
- WEALTH STRATEGIST - City National Rochdale WHAT IS THE OPPORTUNITY?
- This position is responsible for further expanding City National Rochdale's relationships with its high ultra-high net-worth (UHNW
- Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning.
- Wealth Management Division: City National Rochdale As a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions.
- In collaboration with the Wealth Strategist team analyze client’s current situation, identify future life-changing events, understand client’s family dynamics, and educate clients on tax risks.
Expired 18 days agoInactive Job
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