• Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    …SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner ( CFP ), Chartered Financial Analyst ( CFA ) a plus + 15+ years of ... relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning concepts and insurance product positioning + Ability to think… more
    Citigroup (05/17/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Accountant (CPA) (preferred) + Chartered Financial Analyst ( CFA ) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS)… more
    KeyBank (07/18/25)
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