- KeyBank (Cleveland, OH)
- …experience * Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families * Excellent interpersonal and communications skills ... ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA, CFP or Master's Degree * Demonstrated new business accomplishments in ultra-high… more
- JPMorgan Chase (Cincinnati, OH)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more
- Huntington National Bank (Columbus, OH)
- …+ Juris Doctor with practice experience in the areas of trust and estate administration and fiduciary litigation or other advanced degrees (eg, CPA, CFP ... ). + Strong fiduciary management skills and current knowledge of applicable fiduciary federal, state and local laws. + Excellent communication, influencing, and negotiation skills evidence by experience acting independently with regulators and executive… more
- Fifth Third Bank, NA (Toledo, OH)
- …to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One ... work experience required. Business Administration, Finance, or Economics is preferred. + CFP , CFA, or CPWA industry certification is preferred and will be required… more
- Truist (Cleveland, OH)
- …to execute on various corporate initiatives (ie Purpose/Culture activities, real estate consolidations, etc.) and use data (pulse survey results, Human Capital ... Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc 2. Completion of an established management or career… more