- 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
- BlackRock, Inc. (Chicago, IL)
- …Primary Responsibilities: Develop deep relationships across all aspects of an advisor 's business Deliver fiduciary and investment insights through portfolio ... to third-party intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms. Role(s) Description Due to our continued phenomenal… more
- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …new business from client base. Establish a call plan and work closely with Regional Investment Officer to regularly call on the high potential clients and centers of ... influence. Work closely with Regional Investment Officer to develop and maintain the investment...Maintain all customer appointments, calls, and contacts in the Advisor system. Understand and comply with bank policy, laws,… 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
- Comerica (Palm Beach Gardens, FL)
- Job Description Trust Advisor IV - Ultra High Net WorthOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … more
- JPMorgan Chase (Dallas, TX)
- …families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, located in 19 states and 4 countries, administering over $150 billion ... is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our… more
- Truist (Mclean, VA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (Chattanooga, TN)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- HUB International (Rockville, MD)
- …you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud _Stevie ... the place for you.** We currently have an opportunity for a **Retirement Plan Advisor ** to join the team in our **Rockville, MD** office. The selected individual… more
- Truist (Philadelphia, PA)
- …following job description:** Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- M&T Bank (Vero Beach, FL)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of...the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role… more
- Truist (Greensboro, NC)
- …servicing and advisor support. 8. Escalate potential at-risk relationships to advisor / regional managing director. 9. Serve as the on-site local contact for ... position located in Wilmington, Greensboro, and Raleigh NC* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high… more
- Truist (Miami, FL)
- …servicing and advisor support + Escalate potential at-risk relationships to advisor / regional managing director + Serve as the on-site local contact for ... of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high… more
- S&P Global (New York, NY)
- …framework and is a fundamental moment that matters. This role will serve as an advisor and subject matter expert for all areas related to global payroll. You will ... payroll vendors across 40+ countries. + Responsible for compliance, reporting and fiduciary oversight of approximately: 1M transactions, $1B USD in salary wages and… more
- First Horizon Bank (Orlando, FL)
- …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- First Horizon Bank (Coral Gables, FL)
- …in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships. ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- BlackRock (Chicago, IL)
- …**Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through ... to third-party intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms.** **Role(s) Description** **Due to our continued… more
- Truist (Atlanta, GA)
- …and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL DUTIES AND RESPONSIBILITIES ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- Farmingdale State College (Farmingdale, NY)
- …Oversight + Serve as a member of the President's Cabinet and a key advisor to the President. + Lead and manage the College Foundation as Executive Director, ... the alumni base of over 110,000 graduates. + Actively engage with local, regional , and national stakeholders to expand the College's visibility and influence. +… more
- JPMorgan Chase (Jersey City, NJ)
- …risk oversight in key governance forums within control forums and committees; escalate to regional committees and liaise with regulators as needed + Be a trusted ... advisor for Wealth Management Solutions, control teams, Compliance, Conduct...+ Exposure to multiple risk disciplines (eg, credit, investment, fiduciary , reputation) will be an advantage. + Experience with… more
