- KeyBank (Portland, ME)
- …consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the ... **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank… more
- TD Bank (Portland, ME)
- …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
- Regions Bank (Little Rock, AR)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for...procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers… 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 (Philadelphia, PA)
- …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
- 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
- Truist (Nashville, TN)
- …in-office position located in Nashville, TN.* Job Profile Summary Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio ... of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain… more
- Wells Fargo (New York, NY)
- …offerings to all client segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager** to support the Northeast region. This leader ... is also a leading provider of trust, investment, and fiduciary services, including personal trust services. **Banking, Lending &...relationships as well as uncovering new banking clients. The Wealth Banking Senior Manager will lead a… 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
- First National Bank of Omaha (Overland Park, KS)
- …and generational. **About This Role:** **The Opportunity** As the **Head** **of Private Wealth ** **Advisory** , you will be the senior leader responsible for ... with **$5MM+ in investable** **assets** . You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning,… more
- Truist (Williamsburg, VA)
- …mentioned below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as… more
- KeyBank (Elkhart, IN)
- **Location:** 300 Nibco Parkway, Elkhart Indiana **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience ... out to clients to advise on age milestone, life events, and children/ wealth planning opportunities. + Partner with Fiduciary , Insurance, Investment teammates… more
- Wells Fargo (Charlotte, NC)
- …Digital, Independent Solutions and WIM Investment Solutions and partner with senior leaders to drive performance, optimize operations, and support long-term growth. ... working to prioritize and execute areas of improvement throughout the company. ** Wealth Investment Management** Wells Fargo Wealth & Investment Management (WIM)… more
- JPMorgan Chase (San Jose, CA)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our ... utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide… 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
- M&T Bank (Washington, DC)
- …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
- 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
- Commerce Bank (Columbia, MO)
- …Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the ... century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax...roles. This compensation range is for the Private Client Advisor Associate & Senior Private Client … more