- 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