- Wells Fargo (Atlanta, GA)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- Wells Fargo (New York, NY)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- JPMorgan Chase (Summit, NJ)
- …provide you with the opportunity to take your career to the next level. As a Wealth Strategist you will be responsible for delivering the firm's wealth ... Worth solutions, and retirement strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA)… more
- Fifth Third Bank, NA (Evansville, IN)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance of ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships… more
- City National Bank (Newark, DE)
- …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client's current financial... Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and… more
- Columbia Bank (Hillsboro, OR)
- Sr Financial Planner Wealth Management Portland, Oregon Hillsboro, Oregon Tacoma, Washington Sacramento, California Los Angeles, California San Diego, ... plans based on the individual needs and changing financial circumstances of the client. Works with Wealth...Strategist to include risk management insurance strategies in wealth plans. + Conducts comprehensive wealth planning… more
- Regions Bank (Orlando, FL)
- …Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,… more
- KeyBank (Akron, OH)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of ... () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment...+ Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability… more
- KeyBank (Tarrytown, NY)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of ... and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment...+ Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** +… more
- KeyBank (Toledo, OH)
- …(preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) ... community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as...and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment… more