- Frost Bank (Arlington, TX)
- …within 6 months). Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of ... long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial … more
- City National Bank (Chicago, IL)
- …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 (Clayton, MO)
- …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 (Columbus, 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 (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
