- City National Bank (Los Angeles, CA)
- …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 credential or the ability to… more
- Fifth Third Bank, NA (Birmingham, MI)
- …payment based upon company, line of business and/or individual performance. + Senior Wealth Strategist LOCATION -- Birmingham, Michigan 48009 Fifth Third Bank, ... 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
- Regions Bank (Atlanta, GA)
- …Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret ... 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 (Syracuse, NY)
- …(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 and brokerage investment advisory...and 66 (or 63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment… more
- KeyBank (Naples, FL)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of ... and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment...+ Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** +… more