- KeyBank (Plymouth Meeting, PA)
- **Location:** 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the ... managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based ... administration, addressing the clients' needs, and risk and compliance management. The advisor is responsible for the fiduciary management of existing, complex… more
- Wells Fargo (Las Vegas, NV)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist 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
- TD Bank (Mount Laurel, NJ)
- …Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Wells Fargo (Winston Salem, NC)
- …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
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... collaboration with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management… more
- KeyBank (Brooklyn, OH)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg ... The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- Fifth Third Bank, NA (Birmingham, AL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- PNC (Baltimore, MD)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor , you will work within the PNC Private Bank organization. You will be ... tax and legal matters. When PNC Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally… more
- UMB Bank (Dubuque, IA)
- …and why. At UMB Private Wealth Management, your story is our focus. As the ** Sr . Wealth Advisor ** , you will lead a highly integrated team-based approach working ... team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through...priorities are at the center of every action. The Sr . Wealth Advisor works closely with the… more
- First National Bank of Omaha (Dekalb, IL)
- …how it fits into our organization's success.** **Summary of the Job:** The Sr . Associate, Investments and Planning is accountable to advise affluent clients through ... multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession… more
- Charles Schwab (Orlando, FL)
- …us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- Cushman & Wakefield (Chicago, IL)
- **Job Title** Sr . Project Manager - Team Lead **Job Description Summary** The Sr . Project Manager, Team Lead will be responsible for the successful managements ... to client needs, and generally act as a trusted advisor for comprehensive real estate work. + Act with... for comprehensive real estate work. + Act with fiduciary responsibility to client projects, including complete financial management… more
- PNC (Cleveland, OH)
- …and have an opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based ... in Cleveland, OH. In this role, you will support the Estate Settlement Advisor /s in all aspects of estate and trust administration and the delivery of an exceptional… more
- KeyBank (Elkhart, IN)
- …300 Nibco Parkway - Elkhart, Indiana 46516 **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience ... content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning,… more
- KeyBank (Portland, ME)
- …Understands and can discuss the KPB Value Proposition + Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset ... the knowledge and ability to manage investment portfolios within a fiduciary framework. **Support** + Focus on trading, rebalancing, portfolio construction, asset… 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
- Robert Half Finance & Accounting (Bedford, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... all regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate client… more
- Vanguard (Malvern, PA)
- …forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal ... lifecycle-. Your responsibilities will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk… more