- Wells Fargo (Boston, MA)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- Wells Fargo (Phoenix, AZ)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… 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 ... Worth solutions, and retirement strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA)… more
- Fifth Third Bank, NA (Columbus, OH)
- …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
- Columbia Bank (Sacramento, CA)
- …regularly review wealth plans based on the individual needs and changing financial circumstances of the client. Works with Wealth Advisors to increase use ... Strategist to include risk management insurance strategies in wealth plans. + Conducts comprehensive wealth planning...(preferred) Experience + 5 plus years - of relevant wealth planning experience. Some experience as a Financial… more
- Regions Bank (Little Rock, AR)
- …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
- Regions Bank (Houston, TX)
- …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 (Buffalo, NY)
- …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 + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment...+ Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability… more
- KeyBank (Albany, 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 services and products as...() and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment… more
- KeyBank (Dayton, OH)
- …(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 services and products as...and 66 (or 63 & 65) (preferred) + 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