- City National Bank (Beverly Hills, CA)
- …DO?* * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering ... * WEALTH STRATEGIST CNR* *WHAT IS THE...* WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position...Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to… more
- Regions Bank (Orlando, FL)
- …is incentive eligible. **Requirements** + Bachelor's degree + Eight (8) years of Wealth Strategist / Financial Planning experience **Preferences** + Doctor of ... of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective...Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law… 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
- Insight Global (Kansas City, MO)
- …time management skills. Description: Insight Global is assisting a client with identifying a Wealth Management Strategist II for a direct hire role in the Kansas ... tailored strategy designed to maintain and grow their clients' wealth while meeting their financial objectives. This...support to the firm's Lead and Senior Advisors. The Wealth Management Strategist (WMS) will collaborate with… more
- Regions Bank (Atlanta, GA)
- …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 (Canton, 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
- KeyBank (Salt Lake City, UT)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as ... and 66 (or 63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment...+ Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CSW) (preferred) **Tactical Skills** +… more