- PNC (Vero Beach, FL)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr. within PNC's Private Bank organization, you will be based ... in Vero Beach, FL. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian… 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 ... (recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as part of… 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
- Truist (Orlando, FL)
- …position. Preference is to be located within the Truist geography. The Wealth Fiduciary Account Opening directly oversees and is responsible for all facets for ... onboarding new fiduciary business, including account paperwork production and acceptance, coding...to completion. Responsible and accountable for the most complex fiduciary matters, as well as giving advice to client-facing… more
- Regions Bank (Atlanta, GA)
- …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
- Commerce Bank (Wichita, KS)
- …financial planning preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized… more
- Huntington National Bank (Columbus, 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
- PNC (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
- Wells Fargo (Las Vegas, NV)
- …Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Wilmington, DE)
- …Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Long Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Regions Bank (Birmingham, AL)
- …of Regions Bank. + Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Investment ... (IMA), custody, and trust accounts, ensuring account administration follows the fiduciary program and procedures, and develop structures designed to achieve those… more
- Raymond James Financial, Inc. (CO)
- …obligations; and to adhere to securities industry regulations and core fiduciary principles. Works independently on difficult assignments that are broad in ... including suitability and other compliance issues involved with institutional and fiduciary activity * Principles of banking, finance, and securities industry… more
- Comerica (Wilmington, DE)
- …trust administration to include IRA and ILIT accounts Preferred:CTFA (Certified Trust and Fiduciary Advisor ) About Comerica We know our employees are critical to ... their direct administration, as well as directly administer accounts.Position Responsibilities: Fiduciary Administration, Oversight & GovernanceServe as a subject matter… more
- NBT Bank (Manchester, NH)
- …plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide ... clients and their families, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers high quality client service and earns… more
- BMO Financial Group (Chicago, IL)
- …and other professional intermediaries to generate referrals. * Serve as a trusted advisor to prospects and clients, providing fiduciary expertise on wealth ... The **Director of Fiduciary Advisory Services** is responsible for driving new...and investment management opportunities, leveraging strong technical expertise in fiduciary services and estate planning. While the role includes… more
- Truist (Atlanta, GA)
- …within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including ... and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver ...of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review… more
- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Trust Advisor is a centralized role in the Fiduciary Center of ... appropriate by management. The ability to successfully identify and manage compliance and fiduciary risk management issues is also important. _At CIBC we enable the… 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
- Commerce Bank (Kansas City, MO)
- …and families + Effectively manage a portfolio of relationships comprised of complex fiduciary and investment management clients + Maintain a client centric focus and ... partners and expert resources to ensure integrated delivery of investment, fiduciary , tax, estate planning, insurance, lending, credit and banking services to… more
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