• PWM Senior Wealth Planner

    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
    US Bank (10/01/25)
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  • US Private Bank - Private Banker - Associate

    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
    JPMorgan Chase (09/25/25)
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  • Wealth Advisor - St.

    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
    Zions Bancorporation (09/20/25)
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