• Senior Portfolio Strategist - High Net…

    Edward Jones (West Palm Beach, FL)
    …planning, portfolio construction, investment advice, and guidance on complex wealth management topics. Our branch teams receive a comprehensive view ... visualizations, enabling them to deliver the wealth management services that our clients need. The Investment...Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings… more
    Edward Jones (05/03/25)
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  • Key Private Bank Sr Fiduciary Strategist

    KeyBank (Palm Beach Gardens, FL)
    …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues. Designs and delivers ... estate tax- related issues. Applies sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain… more
    KeyBank (05/10/25)
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  • Private Wealth Management Trust…

    Regions Bank (Orlando, FL)
    …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting,...Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** +… more
    Regions Bank (04/03/25)
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  • KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant… more
    KeyBank (05/05/25)
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