• Senior Lead Wealth Planning Strategist

    Wells Fargo (New York, NY)
    …such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst ( CFA ) strongly preferred + Deep experience ... with clients in the $25+ million net worth segment + Professional network and local market knowledge in location and location markets **Job Expectations:** + Ability to travel up to 25% of the time **Pay Range** Reflected is the base pay range offered for this… more
    Wells Fargo (10/01/25)
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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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