- Regions Financial Corporation (Orlando, FL)
- …Master of Taxation) Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited ... of the system. Job Description: At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- RK Partners (Chicago, IL)
- …being a long-term partner in our clients' financial lives. Who are you? You're a fiduciary -minded advisor who believes in doing the right thing-even when no one ... Investment Advisor - Denver, CO This opportunity is with...years of experience working directly with clients in a fiduciary advisory capacity Required: Series 7 and 65 CFP(R)… more
- PNC Financial Services Group, Inc. (Louisville, KY)
- …for an IMA Book of business, and will also partner and support a Fiduciary Advisor responsible for managing a Trust book, and will involve policy/procedure ... administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by PNC or governing… more
- Zoe Financial (New York, NY)
- …client needs. Ensuring clients understand the benefits of working with a fiduciary advisor . Providing a seamless, professional, and trust-building experience. ... include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor , Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor...financial goals, and match them with the most suitable advisor in our network. By joining Zoe, you'll play… more
- Howden Group Holdings (Minneapolis, MN)
- Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About ... the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for...& superior analytics for top client service. As a Fiduciary Accounting Analyst, you will work on the … more
- BlackRock, Inc. (Chicago, IL)
- …Primary Responsibilities: Develop deep relationships across all aspects of an advisor 's business Deliver fiduciary and investment insights through portfolio ... more broadly is a must. Passion for markets, investing, portfolio construction, advisor practices with a commercial mindset. Strong communication skills with ability… more
- TD Bank Group (Manchester, NH)
- …Business: TD Wealth Job Description: The Private Client Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax compliance, ... to obtain tax information, prepare and file applicable federal and state fiduciary income tax returns, and ensure appropriate planning is conducted and completed.… more
- Whittier Trust (Los Angeles, CA)
- …to deliver a broad array of services including investment management, fiduciary , philanthropic, and family office. Our founding family's century-long history of ... entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to… more
- Atria Wealth Solutions (Vancouver, WA)
- …in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in ... Tuition Assistance And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to...and manage accounts or portfolios of member-investors with a fiduciary duty to act in the best interest of… more
- First Horizon (Knoxville, TN)
- …complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client satisfaction ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- Shoker Investments (Oxford, OH)
- …opportunity for a relationship-driven professional who values transparency, fiduciary responsibility, and long-term client success. Key Responsibilities Serve ... as the primary advisor to clients, providing comprehensive wealth management and financial...Shoker Investments? Client-First Culture: Work in a true fee-only fiduciary environment with no product sales or hidden incentives… more
- C&F Bank (Midlothian, VA)
- …members to meet critical deadlines and support firm-wide objectives. Client & Advisor Support: (40%) Immediate/same day response to client inquiries regarding their ... appointments, document management, and maintaining accurate client records. Compliance and Fiduciary Duty : (20%) Assist Advisors with maintaining full compliance… more
- City of Torrance, CA (Torrance, CA)
- …the City Manager with the Operating and Capital Improvement Plan budgets, serves as advisor to the Land Management Team and Investment Committee, and presents to the ... budgets of the general fund, internal service funds, enterprise funds, fiduciary funds, and other governmental funds. Develop multi-year budget projection models… more
- National Financial Partners (Westport, CT)
- …clients from 24 offices in 13 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial ... to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant, and constant partner in helping clients achieve their aspirations. For… more
- Allworth Financial (Folsom, CA)
- …is a high growth, private equity backed, multi branch Registered Investment Advisor . Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, ... employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on… more
- Wall Einhorn & Chernitzer (Norfolk, VA)
- …to gain experience with a variety of work. You will become a trusted advisor to your clients and engagement teams by proposing solutions with a lasting impact. ... Perform audits of financial statements within various industries Prepare fiduciary inventories and accountings, as needed Demonstrate the technical knowledge… more
- Pacific ExecSearch (Roseville, CA)
- …Upholds a high-performance, purpose-driven organizational culture. Serves as the primary advisor to the Board on strategic, legal, and policy matters. Prepares ... remaining mindful of access disparities among rural Tribal communities. Serve as a fiduciary leader of CRIHB, working with the Board of Directors and senior… more
- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …related issues. Maintain all customer appointments, calls, and contacts in the Advisor system. Understand and comply with bank policy, laws, regulations, and the ... 1, 2 & 3 ABA or related training required. Working knowledge of fiduciary management techniques, investments, tax and legal issues required. Working knowledge of… more
- Carson Group (Omaha, NE)
- …Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We ... development of estate planning content, white papers, educational modules, and advisor toolkits. Present estate planning thought leadership at client events,… more
- PNC (Pittsburgh, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be ... be performed remotely, at the manager's discretion. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in… more
