- 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 ... 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 (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty...Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and… more
- Wells Fargo (Winston Salem, NC)
- …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
- 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 ... colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct… more
- M&T Bank (Los Angeles, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Charles Schwab (Indianapolis, IN)
- …for this role to work on site in the specified location(s). As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, ... direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's… 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
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- M&T Bank (Wilmington, DE)
- …the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Robert Half Finance & Accounting (West Lebanon, 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
- KeyBank (Brooklyn, OH)
- … Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... projects and testing. The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting… more
- Deloitte (San Juan, PR)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or… more
- M&T Bank (Burlington, VT)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with the individual financial goals...Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and… more
- KeyBank (Elkhart, IN)
- **Location:** 300 Nibco Parkway - Elkhart, Indiana 46516 **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning ... out to clients to advise on age milestone, life events, and children/ wealth planning opportunities. + Partner with Fiduciary , Insurance, Investment teammates… more
- JPMorgan Chase (Jersey City, NJ)
- …regulatory requirements (eg, 12 CFR 9) related to asset management, investment advisor , broker-dealer and fiduciary activities. + Knowledge of various financial ... years of internal or external auditing experience, or relevant Asset and Wealth Management business experience. + Bachelor's degree (or relevant financial services… more
- TIAA (Dallas, TX)
- **Guided Advice** The Senior Director of Guided Advice leads a high-performing team of Wealth Advisors who deliver episodic and comprehensive financial planning ... and services while maintaining the highest standards of regulatory compliance and fiduciary responsibility. As an integral member of the Guided Advice leadership… more
- M&T Bank (New York, NY)
- …industry associations, government and regulatory bodies. The successful candidate will be a key advisor to senior leadership and will play a critical role in ... relevant laws and regulations. + Serve as a trusted advisor to senior leadership, offering proactive legal...including experience managing direct reports + Deep expertise in wealth management, fiduciary law, and institutional financial… more
- KeyBank (Chicago, IL)
- …strategies to actualize client aspirations and further position Key as the client's trust advisor . + Interfaces with other Wealth Segment advisors and sales team ... Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates… more
- Edward Jones (Tempe, AZ)
- …**Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience ... concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes...put their clients first in everything they do. The Senior Planner will serve as a conduit between the… more