- City National Bank (Austin, TX)
- …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
- 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