- 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 (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