- 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 ... activities and community-related functions. The position will partner with regional law firms and tax professionals to enhance our...and their families, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers… more
- TD Bank (Philadelphia, PA)
- …Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax compliance, relationship ... ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file activity to full-time Tax… more
- Truist (Philadelphia, PA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (Chicago, IL)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- HUB International (Rockville, MD)
- …of our offices. Our structure enables our teams to maintain their own unique, regional culture. **What You Bring:** You will be able to actively contribute to our ... about our talent. We currently have an opportunity for a **Retirement Plan Advisor ** to join the team in our **Rockville, MD** office. The selected individual… more
- Truist (Asheville, NC)
- …**Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships *… more
- Truist (Philadelphia, PA)
- …following job description:** Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- M&T Bank (Wilmington, DE)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of...the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role… more
- First Horizon Bank (Knoxville, TN)
- …complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client satisfaction ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- KeyBank (Tarrytown, NY)
- …of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship ... BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth...assigned clients + Works with the Wealth Consultant and Regional Planning Strategist in building client financial plans +… more
- US Bank (St. Paul, MN)
- …The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $10MM net ... planning, business succession planning, philanthropic strategies, and trust and fiduciary advice. Leverages thorough knowledge of all Wealth products offered… more
- Truist (Miami, FL)
- …servicing and advisor support + Escalate potential at-risk relationships to advisor / regional managing director + Serve as the on-site local contact for ... of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high… more
- Truist (Annapolis, MD)
- …servicing and advisor support. 8. Escalate potential at-risk relationships to advisor / regional managing director. 9. Serve as the on-site local contact for ... following job description:** * This is a in-office position* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high… more
- US Bank (Minneapolis, MN)
- …of $75MM, with average client assets above $100MM. The **Managing Director, Client Advisor (MDCA)** is the lead relationship manager and team coordinator for a ... highly trained and educated professionals. The MDCA reports directly to the Regional Managing Director for the region. **Essential Functions:** + Responsible for… more
- First Horizon Bank (Raleigh, NC)
- …in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships. ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- Cushman & Wakefield (Chicago, IL)
- …to the project management service line for the designated, regional portfolio, including financial management, client relations, and project operations/execution. ... The Senior Director is a core member of the regional leadership team, accountable for leading and collaborating with...all client needs, and generally act as a trusted advisor for comprehensive real estate work + Act with… more
- BlackRock (Princeton, NJ)
- …Model Portfolios, etc.). + Develop deep relationships across all aspects of an advisor 's business + Deliver fiduciary and investment insights through portfolio ... to third-party intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms. **Role(s) Description** BlackRock is seeking Market… more
- The Chicago Community Trust (Chicago, IL)
- Job Descriptions: Position Summary: The General Counsel serves as the principal legal advisor for The Chicago Community Trust and manages all its legal affairs. The ... the Trust's governing board and also supports the Trustees Committee, a co- fiduciary to the organization's endowment. The General Counsel reports to the President… more
- Truist (Atlanta, GA)
- …and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL DUTIES AND RESPONSIBILITIES ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- BlackRock (Princeton, NJ)
- …**Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through ... to third-party intermediaries like RIA's and Financial Advisors from wirehouse, regional and independent firms.** **Role(s) Description** **Due to our continued… more