• Wealth Management Advisor

    TIAA (Cincinnati, OH)
    …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 ... (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board... Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
    TIAA (08/01/25)
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  • Key Private Bank Relationship Manager - Licensed

    KeyBank (Canton, OH)
    …with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) ... (preferred) + Chartered Financial Analyst (CFA) (preferred) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State Insurance Licenses (Life,… more
    KeyBank (08/08/25)
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  • Key Private Bank Relationship Manager

    KeyBank (Dayton, OH)
    …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) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD… more
    KeyBank (07/28/25)
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