• Key Private Bank Senior Relationship Manager

    KeyBank (Naples, FL)
    …FINRA Series 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… more
    KeyBank (08/04/25)
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  • Private Wealth Management Trust Advisor

    Regions Bank (St. Petersburg, FL)
    …to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial ... Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret and present complex topics in a concise and effective manner +… more
    Regions Bank (10/07/25)
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  • Senior Wealth Strategist

    Fifth Third Bank, NA (Boca Raton, FL)
    …(estate, tax, insurance, option, investment, retirement). + Reviews all client deliverables for which planner is the lead. + Plays a major role in the sales process ... process. + SUPERVISORY RESPONSIBILITIES: + Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts… more
    Fifth Third Bank, NA (09/26/25)
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  • Private Wealth Management Trust Advisor

    Regions Bank (Orlando, FL)
    …to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial ... Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret and present complex topics in a concise and effective manner +… more
    Regions Bank (09/19/25)
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