• Senior Wealth Strategist

    Fifth Third Bank, NA (Boca Raton, FL)
    …+ Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the ... Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth...investment, retirement). + Reviews all client deliverables for which planner is the lead. + Plays a major role… more
    Fifth Third Bank, NA (10/24/25)
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  • Wealth Strategist

    City National Bank (Tallahassee, FL)
    …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24… more
    City National Bank (10/24/25)
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  • Key Private Bank Senior Relationship…

    KeyBank (Naples, FL)
    …(CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build ... + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge...66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
    KeyBank (08/04/25)
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