• Key Private Bank Relationship Manager

    KeyBank (Albany, NY)
    …() and + FINRA License S65 (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 (varies by… more
    KeyBank (11/21/25)
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  • Key Private Bank Relationship Manager

    KeyBank (Dayton, OH)
    …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 (varies by state)… more
    KeyBank (11/21/25)
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  • Senior Lead Wealth Planning Strategist

    Wells Fargo (Boston, MA)
    …such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst ( CFA ) strongly preferred + Deep experience ... with clients in the $25+ million net worth segment + Professional network and local market knowledge in location and location markets **Job Expectations:** + Ability to travel up to 25% of the time **Pay Range** Reflected is the base pay range offered for this… more
    Wells Fargo (11/19/25)
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  • Financial Consultant | Popular Securities

    Banco Popular Puerto Rico (San Juan, PR)
    …+ Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP (R) (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified ... Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor), CFA (R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial Consultant) designation… more
    Banco Popular Puerto Rico (11/08/25)
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  • Key Private Bank Senior Relationship Manager

    KeyBank (Naples, FL)
    …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 Strategist (CWS)… more
    KeyBank (11/02/25)
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  • Senior Financial Planner

    Kestra Financial (Avon, CT)
    …finance, business, accounting, or a related field (Master's degree preferred). Certifications: CFP (R) (Certified Financial Planner) required; CFA , CPA, or other ... relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: + Proficiency in financial planning software (eg, eMoney, MoneyGuidePro). + Strong… more
    Kestra Financial (11/01/25)
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