• 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 (06/03/25)
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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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  • 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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