- City National Bank (CA)
- …Senior Investment Consultants and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in the ... * WEALTH STRATEGIST CNR* WHAT IS THE...* WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This position...Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner * CEPA - Certified Exit… more
- Regions Bank (Birmingham, AL)
- …is incentive eligible. **Requirements** + Bachelor's degree + Eight (8) years of Wealth Strategist / Financial Planning experience **Preferences** + Doctor of ... of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective...Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law… more
- Edward Jones (East Saint Louis, IL)
- …needs. They serve as the tax planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate tax planning ... and Branch Team Support Member(s) processes including the implementation of Core Wealth , Banking, and Financial Planning offerings. + Ability to interpret… more
- Regions Bank (Mobile, AL)
- …Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more