• Wealth Strategist ( Financial…

    City National Bank (New York, NY)
    …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
    City National Bank (08/07/25)
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  • US Private Bank - Wealth Strategist…

    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
    JPMorgan Chase (08/27/25)
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  • Key Private Bank Sr Relationship Manager

    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 (07/18/25)
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