- City National Bank (Salt Lake City, UT)
- …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client's current financial... Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and… more
- KeyBank (Salt Lake City, UT)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as ... and 66 (or 63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment...+ Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CSW) (preferred) **Tactical Skills** +… more