- Fifth Third Bank, NA (Charlotte, NC)
- …+ Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-ML1 Senior Wealth Strategist / Planner LOCATION -- Charlotte, ... retirement). + Reviews all client deliverables for which the Strategist is the lead. + Delivers the wealth plan to clients and their advisors in a clear… more
- Regions Bank (Birmingham, AL)
- …Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to ... 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