- Regions Bank (Orlando, FL)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and ultra-high net ... leads the wealth planning client experience for the PWM's wealth management team. **Primary Responsibilities** + Provides independent, strategy-based… more
- 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
- 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
- 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 (Fort Myers, FL)
- …maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to ... the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client… more