• Key Private Bank Relationship Manager

    KeyBank (Dayton, OH)
    …Series 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… more
    KeyBank (11/21/25)
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  • Key Private Bank Senior Relationship Manager

    KeyBank (Naples, FL)
    …Series 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… more
    KeyBank (11/02/25)
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  • Premier Advisor or Premier Banker-…

    Truist (Oakton, VA)
    …professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset ... for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance… more
    Truist (12/10/25)
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  • US Private Bank - Wealth Strategist - Executive…

    JPMorgan Chase (Summit, NJ)
    …required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred + Series 7, 66 ... and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven ability to create business results with a broad background in retirement solutions, general investment… more
    JPMorgan Chase (11/25/25)
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