- 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; ... endowments, ERISA plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The … more
- TD Bank (Manchester, NH)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective ... tax clients and trusts and estates. Works closely with Trust Officers and Investment Counselors to obtain tax information,...ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …of accounts with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and ... Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research,… more