- Fifth Third Bank, NA (Boca Raton, FL)
- …+ Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the ... 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
- PNC (Sarasota, 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 in ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management by working… more
- Charles Schwab (Orlando, FL)
- …"challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing ... clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide...Qualifications:** + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly… more
- Regions Bank (St. Petersburg, FL)
- …Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to ... 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 (Naples, FL)
- …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more