here at Stifel, where success meets success. What You'll Be Doing: The Wealth Strategist I serves as a resource for Financial... Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax planning...
Recruiter Krista Calabrese Opportunity Overview Team Overview: Do you have a desire to be a part of the wealth... team. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice...
extensively with wealth management team, including Partners, Senior Tax Advisors, Family Office Strategist, and the lead client...