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The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients. The Wealth Strategist provides overall wealth planning expertise, with significant depth in one or more areas including investments, estate planning, retirement planning, personal and business taxation, or executive compensation.
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In this capacity the STO will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Merrill Wealth Strategists to pursue opportunities for trust services, as well as provide fiduciary oversight and administration to complex and sensitive client relationships.
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The successful Private Client Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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The Private Client Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services toclients.
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Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA.
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The Wealth Strategist/ Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. Wealth Strategist - Client Development Sales Executive Fort Worth, TX.
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The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. The Wealth Strategist / Client Development Sales Director maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
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Keep up to date with emerging trends and technologies in the Wealth Management (specifically Broker-Dealer, RIA, and Asset Management), Retirement, Workplace Benefits and recommend changes and improvements as needed.
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The Wealth Strategist / Client Development Sales Executive maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships. As a member of the Wealth Strategist Northern Trust team, this individual will be responsible for new client development, solutions strategy and execution of the firm's advice-driven approach.
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Job Summary:The Wealth Strategist / Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. · Consults with clients and their attorneys on the benefits of estate planning capabilities/services utilizing a knowledge of wealth transfer and tax planning strategies.
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He was included in Forbes list of Americas Top Next-Generation Wealth Advisors in 2017, 2018 and 2019; InvestmentNews 2018 list of 40 Under 40 in the financial advisory industry; and Financial Advisors Due Diligence/Research Manager All-Star Team in 2012 and 2013, and AdvisorHubs Advisors to Watch list 2023.
$80,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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RoleThe Global Head of AML Risk Management - Wealth reports to Citi’s Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
$250,000 - $500,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Works closely with Chief Investment Officer, Investment Officers and Wealth Management Officers and clients to ensure that account assets are invested appropriately according to terms of their governing documents and the client’s objectives while taking into consideration tax implications and risk tolerance levels.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
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Professional designations such as CFP, CTFA, CFA, CIMA,JD are strongly preferred. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
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wealth job Title: branch manager Company: Lendmark Financial Services
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