- City National Bank (CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This position is responsible for further expanding City National Rochdale's relationships with its high ... and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth ...employees assigned to this job. *Benefits and Perks* At City National , we strive to be the… more
- BlackRock (New York, NY)
- …limited to, Corporates, Healthcare Companies, Endowments & Foundations, Publics, Sovereign Wealth , and selective High Net Worth individuals and Family Offices. OCIO ... modelling. + Ten years of experience working in a large complex multi- national with cross-border transactions/arrangements will be an added advantage. + Strong… more
- BlackRock (New York, NY)
- …both existing and prospective clients), and (2) servicing existing clients. This product strategist will have a proven ability to communicate effectively with a wide ... located in New York, NY. **Key Responsibilities:** + Product Strategist within the Investor Relations pillar with a primary...with a primary focus on products distributed through global wealth . + Work in close partnership primarily with Portfolio… more
- City National Bank (Oxnard, CA)
- …and 3-5 years of experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and ... THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line...employees assigned to this job. *Benefits and Perks* At City National , we strive to be the… more
- City National Bank (WA)
- …review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with ... lead to ongoing growth and development of PB and City National Bank. * May partner with...* May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7… more