- Regions Bank (Birmingham, AL)
- …years of Wealth Strategist /Financial Planning experience **Preferences** + Doctor of Jurisprudence degree ( JD ) + Certified Financial Planner (CFP(R)) + ... section of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides...skills + Excellent verbal and written communication skills + JD and/or CPA is highly preferred **Position Type** Full… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC Private Bank organization, you will be based ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management by working… more
- BMO Financial Group (San Francisco, CA)
- …from HNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Private Wealth Advisors to broaden the ... to resolve strategic issues. + Works closely with Senior Wealth Strategists and Private Wealth ...similar designation required + MBA considered an asset. + JD /LL.M is considered an asset. + Life Insurance designation… more
- JPMorgan Chase (New York, NY)
- …tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke ... provide a first-class experience to clients within JP Morgan's Private Bank. The JP Morgan Private Advisory...well-informed decisions and achieve their goals. The Senior Tax Strategist will report directly to the Head of Tax… more
- KeyBank (Seattle, WA)
- …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship… more
- Regions Bank (Orlando, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to… more
- KeyBank (Seattle, WA)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/ JD (varies by ... 5th Avenue - Seattle, Washington 98101 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- KeyBank (Tarrytown, NY)
- …(preferred) + Licensed Attorney/ JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more
- City National Bank (Washington, DC)
- * PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and...possess CFP, JD /LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 ... Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. * Utilize,… more
- Edward Jones (St. Louis, MO)
- …+ Bachelor's degree required. + CFP (Certified Financial Planner) required. + Juris Doctorate ( JD ) or Certified Public Accountant (CPA) designation required. ... is responsible for providing thought leadership and strategic development within Edward Jones' private client service. This includes building and leading a team of 8… more