- City National Bank (Lake Mary, FL)
- …do * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering ... * WEALTH STRATEGIST CNR* WHAT IS THE...* WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This position...Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner within 18 months of employment… 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 (Scottsdale, AZ)
- …and Branch Team Support Member(s) processes including the implementation of Core Wealth , Banking, and Financial Planning offerings. + Ability to interpret ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...have a desire to be a part of the wealth management process? Do people consider you a strategic… more
- CIBC (Chicago, IL)
- …ideally with exposure to client relationship management, and hold a Certified Financial Planner (CFP) designation. + Investment-savvy: Have a strong ... (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As an Investment Portfolio Strategist with CIBC Wealth Management's Chicago office, you'll… more
- Regions Bank (Orlando, FL)
- …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
- Edward Jones (St. Louis, MO)
- …**Skills/Requirements** **What You'll Need:** + Bachelor's degree required. + CFP (Certified Financial Planner ) required. + Juris Doctorate (JD) or Certified ... planning that is part of the comprehensive and personalized financial planning and wealth management services for...of the business. Along with direct responsibility of the strategist team, the Director will also be responsible for… more
- KeyBank (Columbus, 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 (Tarrytown, NY)
- …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