- Regions Bank (Birmingham, AL)
- …years of Wealth Strategist /Financial Planning experience **Preferences** + Doctor of Jurisprudence degree ( JD ) + Certified Financial Planner (CFP(R)) + ... section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides...skills + Excellent verbal and written communication skills + JD and/or CPA is highly preferred **Position Type** Full… more
- PNC (Troy, MI)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank organization, you can be based ... 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
- KeyBank (Pepper Pike, OH)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship… more
- KeyBank (Naples, FL)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship… more
- Regions Bank (Atlanta, GA)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to… more
- KeyBank (Boston, MA)
- …(preferred) + Licensed Attorney/ JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust ... Franklin Street - Boston, Massachusetts 02110 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- KeyBank (Chicago, IL)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/ JD (varies by ... Monroe Street - Chicago, Illinois 60606 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- City National Bank (Las Vegas, NV)
- * PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and...possess CFP, JD /LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. * Utilize,… more
- Edward Jones (St. Louis, MO)
- …+ Bachelor's degree required. + CFP (Certified Financial Planner) required. + Juris Doctorate ( JD ) or Certified Public Accountant (CPA) designation preferred ... is responsible for providing thought leadership and strategic development within Edward Jones' private client service. This includes building and leading a team of 8… more