- Regions Bank (Jacksonville, FL)
- …years of Wealth Strategist /Financial Planning experience **Preferences** + Doctor of Jurisprudence degree ( JD ) + Certified Financial Planner (CFP(R)) + ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and ultra-high… 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 ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the… more
- PNC (Naples, FL)
- …valued and have an opportunity to contribute to the company's success. As a Sr. Wealth Strategist within PNC's Private Bank organization, you will be based ... once a month will be required. Although not required, JD or CPA credentials are highly preferred. PNC will...may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets… more
- TD Bank (Boston, MA)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Wealth Strategist focuses primarily on ... to continually increase the overall knowledge base of the Wealth Strategist team + Develops and updates...required + Financial planning designation (CFP (R)) preferred + Juris Doctor degree preferred + Series 7,… more
- Edward Jones (Tempe, AZ)
- …about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! ... Private Wealth Consulting is a team within...Private Wealth Consulting is a team within the ...solutions-based strategies for client needs + Advanced degree; CPA, JD , CFA or additional financial planning certification Candidates that… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning… more
- US Bank (Nashville, TN)
- …to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth ... you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is...- Excellent verbal, written and interpersonal communication skills - JD , CPA or other similar advanced degree or designation… more
- Fifth Third Bank, NA (Evansville, IN)
- …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
- KeyBank (Hartford, CT)
- …1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The **Fiduciary Strategist ** is responsible for fulfilling the fiduciary responsibilities of KeyBank by ... delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and solutions… more
- KeyBank (Toledo, OH)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. + Designs and delivers sophisticated fiduciary solutions, using relationship… more
- Regions Bank (Houston, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Consistently a… more
- Regions Bank (Houston, TX)
- …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
- KeyBank (Albany, NY)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/ JD (varies by ... South Pearl Street, Albany New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- KeyBank (Dayton, OH)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/ JD (varies by ... 2nd Street, Suite 1950, Dayton Ohio **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- KeyBank (Denver, CO)
- …(preferred) + Licensed Attorney/ JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust ... **Location:** 1675 Broadway, Denver Colorado **Job Summary** Key Private Bank (KPB) is dedicated to serving our...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- City National Bank (Los Angeles, CA)
- * 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
- KeyBank (Akron, OH)
- …(CFA) (preferred) + Licensed Attorney/ JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability to build trust by ... Main Street - Akron, Ohio 44308 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- City National Bank (New York, NY)
- …CFP and JD /LLM., State Insurance licenses, CIMA or Cannon Certified Wealth Strategist designation. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base ... *REGIONAL MANAGING DIRECTOR - PRIVATE BANKING* *WHAT IS THE OPPORTUNITY?* Develop sales...Qualifications* * State insurance licenses, CIMA or Cannon Certified Wealth Strategist designation preferred. * MBA preferred… more
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