- Wells Fargo (Minneapolis, MN)
- …role:** (recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist) to join the Trust Services ... operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate effectively with… more
- Wells Fargo (Long Beach, CA)
- …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
- 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
- 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...accounts. Leads colleagues in completing analysis and recommendations for senior management or committee review. Serves as a subject… more
- Wells Fargo (Winston Salem, NC)
- …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
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide… 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
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment ... wealth management clients in the region in accordance with the governing instruments, fiduciary laws, bank policies and procedures + Lead the strategy and resolution… more
- PNC (Louisville, KY)
- …and have an opportunity to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you ... the manager's discretion. In this position, you will deliver FIS ( Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution… more
- TD Bank (Philadelphia, PA)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective ... file returns, and ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and… more
- M&T Bank (Bear, DE)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… 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
- M&T Bank (Wilmington, DE)
- …and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary , family office services, etc. + Participate in Wealth Advisor ... relevant experience Deep expertise in planning, investments, banking, and fiduciary Prior experience managing complex UHNW client relationships Strong communications… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of ... $57 billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth… more
- Edward Jones (St. Louis, MO)
- …**The Position:** The Edward Jones Connection (EJC) department acts as a fiduciary , remotely serving our smaller clients in partnership with the clients' local ... candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that...5:00pm locally. **Key Responsibilities:** + Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants… 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
- Vanguard (Scottsdale, AZ)
- …as to suitability and may provide certain approvals. + Perform fiduciary analysis, provide recommendations regarding VNTC's exercise of discretionary powers it ... duties as assigned. Qualifications + Bachelor's degree. + Certified Trust and Financial Advisor (CTFA) designation required (or ability to obtain within 1 year of… more
- Charles Schwab (Boston, MA)
- …quo" and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... 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
- Citigroup (Beverly Hills, CA)
- …been a leader in the art advisory field since 1979, a regulated fiduciary providing personalized acquisition and selling strategies, as well as collection management ... services. The Art Advisor Sr. Lead is a strategic professional who closely...required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required… more
- M&T Bank (Buffalo, NY)
- …attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. ... Implement Wilmington Trust's investment methodology in all assigned portfolios in a timely manner. + Attend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account… more