- City National Bank (Lake Mary, FL)
- * WEALTH STRATEGIST CNR* WHAT IS THE...the PWS team to develop simplified explanations of sophisticated wealth planning strategies in areas of interest ... OPPORTUNITY? The Wealth Strategist position is part of CNR's Private ...Participate in the materials preparation for sponsored events regarding wealth planning information and issues that are… more
- Edward Jones (West Palm Beach, FL)
- …of applicants. **Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and ... opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs...strong background in the many complex needs of financial planning as well as a deep desire to put… more
- KeyBank (Palm Beach Gardens, FL)
- …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 (Orlando, 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 ... coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. + Develops a… more