- Wilmington Trust (New York, NY)
- …Education and Experience Preferred: CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge ... duties as assigned. Scope of Responsibilities: The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow to… more
- Wealth Enhancement Group (Deer Park, NY)
- …able to work with deadlines and be flexible under pressure Developing client relationship/ trust as observed by Financial Advisor Flawless recording of buys/sells ... Our Dix Hills, NY office is looking for a Sr Client Service Associate to serve as the liaison...as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of… more
- The Leading Hotels (New York, NY)
- The Leading Hotels of the World is seeking a Sr . Manager, Revenue Enablement to join our Member Experience team and help accelerate the commercial success of our ... milestones and build lasting commercial capabilities. Acting as a strategic advisor , you'll deliver tailored learning experiences, actionable insights, and ongoing… more
- BOK Financial (Tulsa, OK)
- …etc.) and the implications on trading activity Ability to communicate with Investment Advisor , Trust Advisor , Relationship Manager, and/or professional staff ... for investors, employees, and the community. Job Description The Senior Investment Manager manages investment portfolios within established corporate guidelines,… more
- KeyBank (Boston, MA)
- …training & experience from a bank or financial institution (required) Tactical Skills Trusted Advisor : Ability to build trust by taking a client centric approach ... Job Description Preview Job Summary Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking… more
- First Citizens Bank (Raleigh, NC)
- …Estate Planning, or Financial Planning Preferred Skills: Juris Doctor (JD), Certified Trust & Financial Advisor (CTFA), Certified Financial Planner (CFP). High ... fiduciary norms. Responsibilities Fiduciary Management - Administers complex personal trust relationships. Consults with team and clients to develop comprehensive,… more
- First Horizon (Miami, FL)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... the tools and proven methods that will lead to Advisor and Client success. If you are ready to...your clients with our team, including Financial Planning, Brokerage, Trust , Insurance, and the Family Office as appropriate. *Conduct… more
- First International Bank & Trust (Chandler, AZ)
- First International Bank and Trust is a progressive growth-oriented family-owned community bank and one of Prairie Business Magazine's 50 best places to work. We are ... seeking an exceptional Senior Executive Assistant to support our Chief Growth Officer...an in-office position. Key Responsibilities Serve as a trusted advisor managing the executive's time, priorities, and communications with… more
- Mowery & Schoenfeld Llc (Lake Forest, IL)
- …interpersonal skills in tandem with strong analytical skills. The primary focus of our Senior Wealth Management Advisor is continuous support of our clients and ... Are you an experienced client advisor experienced in an RIA environment in search...clients to address their financial planning goals through building trust and maintaining strong relationships. Creation and presentation of… more
- Ronald Blue Trust (Bothell, WA)
- …such as tax loss harvesting, account rebalancing, and account reviews. 3. Supports ( Sr .) Financial Advisor or Managing Director with client meetings and other ... Job Type Full-time Description About Blue Trust : Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions… more
- City National Bank (New York, NY)
- RELATIONSHIP MANAGER SENIOR 6th Avenue, New York, NY WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- Ascend Partner Firms (Vancouver, WA)
- …strong innovation and growth in the years to come. The Role We are looking for a Senior Tax Manager for our Trust and Estates team! Leveraging your expertise in ... manage a national client list, delivering superior service. As their trusted advisor , you'll tackle complex tax issues, craft strategic solutions, and offer risk… more
- Palo Alto Networks (New York, NY)
- …opportunities - just to name a few! Job Description Your Career As a Senior Consulting Director within Unit 42's Cyber Risk Management (CRM) team, you will lead ... PaaS, SaaS, and hybrid environments Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud… more
- National Advisors Trust Company (Kansas City, MO)
- …noble purpose of trusts - and want to be part of a movement that redefines trust services to help people protect their loved ones. We are a dynamic, collegial, and ... our industry. Overview Established in 2001, National Advisors is a premier independent trust company and a culture unified in purpose and mission to simplify trusts… more
- BLUEFORCE INC (Washington, DC)
- …Accounting Description BlueForce Inc. is seeking a Budget, Management and Human Resource Advisor to support the US Department of State (DoS) Bureau of International ... avoid duplication. Work with the Inspector General and Anti-Corruption Advisor to plan, organize, and develop projects with the...accounting. 8 to 10 years of experience in a senior law enforcement management role and experience in internal… more
- Gecko Robotics, Inc (New York, NY)
- …sustainability of infrastructure. What you will do Prospect and engage new customers at senior decision making levels - Directors, VPs, SVPs, and C-suite - and be ... short-term and long-term capital and operational decisions, earning trusted advisor status with them Own the end to end...achieve - and creating a culture of autonomy and trust that enables that impact. Gecko is committed to… more
- MongoDB (Austin, TX)
- …it's no wonder that leading organizations, like Samsung and Toyota, trust MongoDB to build next-generation, AI-powered applications. Individuals in the Customer ... in this role you will: Work as a strategic advisor to your customer providing them with guidance on...Customer Success Forecast expected churn and growth to your senior leadership team Help interview, onboard and ramp new… more
- BDO USA (Chicago, IL)
- …and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates ... Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive… more
- KPFF Consulting Engineers (Seattle, WA)
- …KPFF, a multi-office, multi-discipline engineering firm, is committed to Excellence, Trust , Relationships, Stability, and Passion. With over 60 years of experience, ... customized solutions that align with their objectives. Serve as a trusted advisor to clients, offering expert guidance and proactive support throughout all phases… more
- Omnicom Health (New York, NY)
- …The SVP, Group Account Director is a key member of the Patients & Purpose senior leadership team. You are an expert in all aspects of agency services and ... Account team to best-in-class. And, as part of our senior leadership team, you will actively contribute to our...Maintains each client's respect and confidence as a trusted advisor and confidant offering an open ear, sound judgment,… more
