- Crawford Thomas Recruiting (Fleming Island, FL)
- Company Overview: We are a nationally recognized, fiduciary -only Registered Investment Advisor (RIA) firm offering comprehensive family office services. With ... clients across the US and a track record of rapid growth, we deliver sophisticated financial planning through a team-based, client-first approach. Our culture rewards results, promotes from within, and offers clear pathways to leadership and equity… more
- National Financial Partners (West Hartford, 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
- 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
- Northern Trust (Houston, TX)
- …and identifies opportunities external to banking in the areas of investment and fiduciary *Applies knowledge of credit policy, banking products as well as risk ... management in serving clients *Responsible for "cold calling" on prospects with the ability to self-source new relationships *Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working ... *Performs initial review of assets, and works with financial advisor in determining the proper asset allocation/investment objective, security type,… more
- Moneta (St. Louis, MO)
- Company Description Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions ... research efforts and expand the offering to fulfill ever-changing needs of Moneta's advisor teams and clients. Serves as a primary communicator to the firm as… more
- National Financial Partners (West Hartford, CT)
- …clients from 25 offices in 12 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
- Union Savings Bank (New Milford, CT)
- …a professional leader. Trust & Account Administration Act as the primary advisor for an assigned client base. Responsible for maintaining account relationships, ... managing all of the administrative and fiduciary functions in each of the accounts assigned pursuant...and account documents for designated relationships. Advise clients in fiduciary administration, financial, tax and estate planning. Act as… more
- CBIZ, Inc. (Boston, MA)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in ... our goal to develop strong relationships with our clients, as a trusted advisor . Essential Functions and Primary Duties Client Management Serve as the primary point… more
- International Staffing Consultants, Inc. (Melville, NY)
- …and proactive Executive Assistant / Practice Manager to support their CEO & Lead Advisor . Key Responsibilities : Ability to manage the daily flow of a growing ... business. Provide high-level executive support to the CEO and Lead Advisor , including calendar management, meeting preparation, and client communications. Oversee… more
- Jordan Park Trust Company (Portsmouth, NH)
- …trust company under common ownership with Jordan Park Group, an investment advisor registered with the Securities and Exchange Commission. We provide comprehensive ... ongoing administration of a select book of client accounts, primarily consisting of fiduciary accounts for which Jordan Park Trust Company (JPTC) serves as Trustee,… more
- Michels Corporation (Brownsville, WI)
- …with both business goals and family ownership priorities. Serve as a strategic advisor to executive management and family stakeholders on tax matters including M&A, ... Experience collaborating with family office professionals, estate attorneys, and fiduciary advisors. Ability to balance tax optimization with long-term family… 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
- Wells Fargo (Minneapolis, MN)
- …operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate effectively with ... **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 and… more
- Wells Fargo (Minneapolis, MN)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- KeyBank (Brooklyn, OH)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or ... Road, Brooklyn Ohio **About the Job** The Compliance Manager - Testing ( Fiduciary & Trust) is responsible for leading and executing independent compliance testing… more
- Regions Bank (Clayton, MO)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... 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
- Huntington National Bank (Cincinnati, OH)
- …Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with ... Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… 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
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … more
