- Regions Bank (Birmingham, AL)
- …years of Wealth Strategist /Financial Planning experience **Preferences** + Doctor of Jurisprudence degree ( JD ) + Certified Financial Planner (CFP(R)) + ... section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides...skills + Excellent verbal and written communication skills + JD and/or CPA is highly preferred **Position Type** Full… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management by working… more
- City National Bank (San Francisco, CA)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is ... planning. What you will do * Work with Senior Wealth Strategist and Wealth ...community events. *Must-Have** * Master's Degree * Advanced Degree ( JD or CPA or Masters in Tax/Accounting/Business ) *… more
- Regions Bank (Atlanta, GA)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to… more
- KeyBank (Seattle, WA)
- …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
- KeyBank (Columbus, OH)
- …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
- KeyBank (Dayton, OH)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/ JD (varies by ... Suite 1950 - Dayton, Ohio 45402 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- KeyBank (Tarrytown, NY)
- …(preferred) + Licensed Attorney/ JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more