- City National Bank (Chicago, IL)
- …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
- KeyBank (Chicago, IL)
- …(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