- 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 (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be ... 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
- BMO Financial Group (San Francisco, CA)
- …from HNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Private Wealth Advisors to broaden the ... to resolve strategic issues. + Works closely with Senior Wealth Strategists and Private Wealth ...similar designation required + MBA considered an asset. + JD /LL.M is considered an asset. + Life Insurance designation… more
- JPMorgan Chase (New York, NY)
- …tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke ... provide a first-class experience to clients within JP Morgan's Private Bank. The JP Morgan Private Advisory...well-informed decisions and achieve their goals. The Senior Tax Strategist will report directly to the Head of Tax… more
- Regions Bank (Orlando, FL)
- …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
- City National Bank (Washington, DC)
- * 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 required. ... 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