- City National Bank (Salt Lake City, UT)
- …candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced ... planning areas such as Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning.… more
- City National Bank (Salt Lake City, UT)
- …Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ... and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related… more