- City National Bank (Lake Mary, FL)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY?...employees assigned to this job. *Benefits and Perks* At City National , we strive to be the best ... new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the… more
- City National Bank (New York, NY)
- …and qualifications required of employees assigned to this job. *Benefits and Perks* At City National , we strive to be the best at whatever we do, ... inside look at our [ Benefits and Perks](https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf). ABOUT CITY NATIONAL City National… more
- City National Bank (Washington, DC)
- …review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with ... lead to ongoing growth and development of PB and City National Bank. * May partner with...* May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7… more
- KeyBank (Salt Lake City, UT)
- …Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) ... **Location:** 36 South State Street - Salt Lake City , Utah 84111 **Job Summary** Key Private Bank...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge… more