- City National Bank (Los Angeles, CA)
- …relationship plans have been developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation of all presentation and ... MBA and typically has 8 years of financial services experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7… more
- UMB Bank (Dubuque, IA)
- …Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager , Trust Advisor and Service Administrator to build the wealth strategy that ... points if:** + You possess an advanced degree or professional certification such as CFP or CFA. + You have demonstrated experience with a wide range of client… more
- City National Bank (New York, NY)
- …and champion change. * Create synergies and solutions. * Act as a talent manager and achieve results through people. * Communicate and influences effectively * Can ... * Excellent business development and relationship management skills * May possess CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth… more
- Coldstream Wealth Management (Portland, OR)
- …directives + Client Meetings: Participating in client meetings alongside the Wealth Manager and presenting ideas and concepts in an organized and effective manner ... + Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them within 12-18 months (at Coldstream's expense) +… more
- Coldstream Wealth Management (Mercer Island, WA)
- …career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor). We have a hybrid work environment, with team members ... + Financial Paraplanner Qualified Professional (FPQP) designation - or working towards the CFP designation (or willingness to do one of them within 12 months at… more
- Truist (Atlanta, GA)
- …perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management ... Working towards or possess an advanced degree or certification (eg JD, MBA, CFP , CPA, or CTFA). 3. Experience working with Trust Financial Software **General… more
- HUB International (Albuquerque, NM)
- …years' experience in the financial services industry + Series 65, or CFP required **Skills and Knowledge** + Wealth management experience with fee-based consulting, ... tax, mutual funds, money manager programs, insurance and financial planning + Depth of experience working with high net worth or ultra-high net worth clients +… more