- City National Bank (New York, NY)
- …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 (Nashville, TN)
- …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 (Tempe, AZ)
- …+ They serve as the Estate Planning expert in partnership with the Senior Planner and Financial Advisor to uncover, understand, and articulate client estate and ... and Branch Team Support Member(s) processes including the implementation of Core Wealth , Banking, and Financial Planning offerings. + Ability to interpret… more
- Edward Jones (Scottsdale, AZ)
- …and deliver on established growth metrics. *Internally this role is titled Senior Wealth Strategist At Edward Jones, we value and respect our associates ... resources of our home office to support our senior planner and financial advisors in serving HNW...team (ie, estate, tax, business owners, home office portfolio strategist . etc.) to create a holistic, customized financial… more
- Regions Bank (Chattanooga, TN)
- …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
- DA Davidson Companies (Seattle, WA)
- …choice between the CERTIFIED FINANCIAL PLANNER (TM) and the Certified Wealth Strategist (R) credentials. Year 1 - Seattle Learn wealth planning ... the first two years learning the core competencies of wealth management, with a focus on financial ...of wealth management, with a focus on financial planning techniques, client service skills, and technology. You… more