- Coldstream Wealth Management (Kenai, AK)
- …+ Provide holistic wealth planning services to clients, including income tax, estate , wealth transfer, cash flow, retirement, and Social Security planning + ... and identify and close opportunities with existing clients Required Experience: + CFP and 3+ years of experience producing and presenting financial plans +… more
- City National Bank (New York, NY)
- …credit, investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and insurance. Develop business opportunities by ... * Excellent business development and relationship management skills * May possess CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth… more
- Zions Bancorporation (Boise, ID)
- …and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The ... licensing, FINRA Series 7& 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant… more
- First National Bank of Omaha (Omaha, NE)
- …in one or more of the following: Investment Management, Trust, Estate Planning or Business Succession Planning. Previous successful business development activities ... & Health and Variable Contract insurance licenses Certifications or degrees such as a CRPC, CFP , CPA, CFA, CWS, CTFA, CFM or MBA, JD or ability to earn accreditation… more
- Matter Family Office (St. Louis, MO)
- …You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management. + You have been part of a ... BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA, CPA, or MBA is preferred but not required. + Experience serving… more
- US Bank (Denver, CO)
- …planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing collateral, ... Ability to independently learn complex planning concepts & software -JD, CPA, CTFA, CFP and/or advanced degree - Extensive knowledge of Wealth Management products &… more
- JPMorgan Chase (Miami, FL)
- …portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities **Required Qualifications, ... acumen **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Excellent communication skills + Strong analytical and quantitative… more
- Zions Bancorporation (St. George, UT)
- …and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The ... FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant… more