- Regions Bank (Little Rock, AR)
- …Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) Skills and Competencies Ability to interpret and ... 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
- Regions Bank (Jacksonville, FL)
- …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
- Wells Fargo (Atlanta, GA)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- Wells Fargo (Boston, MA)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- JPMorgan Chase (Summit, NJ)
- …provide you with the opportunity to take your career to the next level. As a Wealth Strategist you will be responsible for delivering the firm's wealth ... Worth solutions, and retirement strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA)… more
- Fifth Third Bank, NA (Columbus, OH)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance of ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships… more
- Regions Bank (Little Rock, AR)
- …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
- Regions Bank (Houston, TX)
- …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
- KeyBank (Albany, NY)
- …(preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) ... community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as...() and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment… more
- KeyBank (Dayton, OH)
- …(preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) ... community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as...and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment… more
- KeyBank (Denver, CO)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of ... and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment...+ Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** +… more
- KeyBank (Akron, OH)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of ... () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment...+ Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability… more
