- BlackRock, Inc. (Chicago, IL)
- …Primary Responsibilities: Develop deep relationships across all aspects of an advisor 's business Deliver fiduciary and investment insights through portfolio ... Description Due to our continued phenomenal growth, we are actively seeking senior , client-facing sales professionals with a proven successful track record of… more
- Shoker Investments (Oxford, OH)
- …Oxford, Ohio Company: Shoker Investments Job Type: Full-Time Experience Level: Mid-to- Senior Level Position Summary We are seeking a dedicated and experienced ... excellent opportunity for a relationship-driven professional who values transparency, fiduciary responsibility, and long-term client success. Key Responsibilities Serve… 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 ... of the general fund, internal service funds, enterprise funds, fiduciary funds, and other governmental funds. Develop multi-year budget...Christmas Day & New Year's Eve). Paid holidays for * Senior . Librarian - New Year's Day, Martin Luther King's… 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
- Pacific ExecSearch (Roseville, CA)
- …with current and prospective funders. Provides leadership and mentorship to senior executives and directors. Ensures staffing structures align with strategic goals ... Upholds a high-performance, purpose-driven organizational culture. Serves as the primary advisor to the Board on strategic, legal, and policy matters. Prepares… 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 ... Leadership & Development Collaborate with the Head of Advanced Solutions and other senior leaders to evolve the estate planning platform and resources firmwide. Lead… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth ... operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate effectively with… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regulations and guidelines as well as firm policies governing advisory accounts. A Senior Advisor , general investment advisory is expected to conduct reviews ... **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in...internal customers to identify, research, and resolve problems. The Senior Advisor in this role will support… more
- Truist (Philadelphia, PA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- PNC (Louisville, KY)
- …and have an opportunity to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you ... the manager's discretion. In this position, you will deliver FIS ( Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution… more
- UMB Bank (Chandler, AZ)
- …another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to ... our high net worth clients. The Trust Advisor team serves as subject matter expert on probate...meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
- M&T Bank (Bear, DE)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- M&T Bank (Wilmington, DE)
- …and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary , family office services, etc. + Participate in Wealth Advisor ... relevant experience Deep expertise in planning, investments, banking, and fiduciary Prior experience managing complex UHNW client relationships Strong communications… more
- Edward Jones (St. Louis, MO)
- …**The Position:** The Edward Jones Connection (EJC) department acts as a fiduciary , remotely serving our smaller clients in partnership with the clients' local ... candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that...5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of ... $57 billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …About the Role A values-driven financial advisory firm is seeking a dedicated and experienced Senior Financial Advisor to join its team. This role is focused on ... Key Responsibilities Client Relationship Management + Serve as the primary advisor for a portfolio of high-net-worth clients. + Maintain regular communication… more
- Truist (Richmond, VA)
- …travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General Description of ... America) **Please review the following job description:** The Business Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth… more
- Truist (Mclean, VA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
