- Truist (Houston, TX)
- …1st shift (United States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going ... the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Wealth Advisor II Canandaigua National Trust Company of Florida - Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been ... of personal service that builds long-term relationships. As a Wealth Advisor II of CNTF...responsibility for the administration and discharge of the bank's legal /fiduciary responsibility for all assigned trust and estate accounts.… more
- Truist (Dallas, TX)
- …volunteer at committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. ... book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal ...of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** The Wealth Credit Delivery Portfolio Manager is responsible for underwriting loan transactions, ... for new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an assigned portfolio… more
- Commerce Bank (Kansas City, MO)
- …the compensation range for some roles. This compensation range is for the Investment Compliance Advisor I, II , III, and Senior - Trust job and contemplates a ... than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment… more
- Citizens (Fall River, MA)
- …support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment… more
- S&P Global (New York, NY)
- …procedures and related trainings. Additionally, you will support the wider Ratings Legal & Regulatory team on specific activities, such as: + Preparing presentations ... and the internal control assessment process for the Ratings Legal & Regulatory Affairs function, as well as the...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Comerica (Wilmington, DE)
- …completing all other organization required compliance training. * Stays current on fiduciary/tax/ legal changes that effect a client's wealth plan or ... Trust Administrator II The Trust Administrator II role...routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various… more
- BankFinancial (Downers Grove, IL)
- …and trust beneficiaries to discuss their needs and the benefits of using our Wealth Management Services. + Maintains knowledge of the Onesource Trust Tax system and ... and estates including general understanding of fiduciary products including grasp of legal , tax and investment concepts. + High degree of accuracy with attention… more
- Truist (Baltimore, MD)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... allocation objectives and policies. 3. Keep abreast of changing economic, legal , financial planning, investment trends and general market and business issues… more
- S&P Global (New York, NY)
- …members are not always direct reports. + Be a trusted partner and strategic advisor to the commercial team to help enhance our operational effectiveness and ensure ... and services changes. These teams include, among many, the Legal , Finance, Commercial Contract Support (CCS), Order Management (OM)...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more