- KeyBank (New York, NY)
- …401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based ... risk and compliance oriented role is responsible for the fiduciary management of existing, complex fiduciary accounts...for the fiduciary management of existing, complex fiduciary accounts which PNC serves as trustee, guardian, or… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Associate I within PNC's Private Bank Select organization, you can be based in ... STEM OPT for this position. **Job Description** + Supports fiduciary decision-making by executing the terms of any plan...serves as trustee, guardian or agent. Supports administration of fiduciary accounts. Ensures compliance with all legal and … more
- KeyBank (NY)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or ... Ohio **About the Job** The Sr. Compliance Manager - Trust & Fiduciary is responsible for leading and executing independent compliance oversight across KeyBank's… more
- TD Bank (Charlotte, NC)
- …Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- CIBC (Chicago, IL)
- …maintain a strong partnership with Relationship Managers, Business Development Officers, Fiduciary colleagues and other members of Private Wealth. Work with external ... parties related to the trust account including but not limited to client's counsel, NTC or DTC counsel and interested parties to the prospective account, including account fiduciaries, beneficiaries or other interested parties. Develop new business-related… more
- Regions Bank (Orlando, FL)
- …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 the acquisition of Personal Trust, Estate, IRA and… more
- Huntington National Bank (Fairlawn, OH)
- …Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with ... Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … more
- PNC (Irvine, CA)
- … fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by PNC ... of legal and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor , solves problems, and escalates… more
- Wells Fargo (Minneapolis, MN)
- **About 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
- KeyBank (Amherst, NY)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg ... The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- Regions Bank (Hoover, AL)
- …Administration (MBA) + Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited ... of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... (eg - trust, private banking, securities/investment management) as well trust/ fiduciary related compliance, operations, and risk management strategies with respect… more
- Regions Bank (Knoxville, TN)
- …related experience + Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited ... custody, trust, and estate, ensuring account administration follows the fiduciary procedures. **Primary Responsibilities** + Conducts Initial and Annual… more
- Truist (Richmond, VA)
- …travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General Description of ... America) **Please review the following job description:** The Business Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth… more
- Thrivent Financial (Appleton, WI)
- …in trust operations, administration or related fields, Certified Trust and Fiduciary Advisor (CTFA) or Certified Securities Operations Professional (CSOP) ... designations desirable. + Demonstrated knowledge or experience with trust accounting or trust accounting systems. Additional Information + This position allows a flexible work arrangement meaning you may work on-site and/or remotely from the Appleton, WI area.… more
- TD Bank (Keene, NH)
- …of each client's individual circumstances and a lasting role as a the client's advisor . As a fiduciary , the FAA will put the client's financial interests ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Associate (FAA) works with TD Wealth prospects and...+ Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management… more
- T. Rowe Price (Owings Mills, MD)
- …recordkeeping + Comprehensive knowledge of 401(k) service components, industry trends, fiduciary responsibility, advisor value proposition and emerging best ... determined in consultation with the successful candidate. Develop the assigned territory advisor and consultant relationships for the purpose of repeat business and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Financial Advisor at a fiduciary -focused wealth management firm. This is a full-time ... permanent role based in San Ramon. This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you'll have the opportunity to work with an established client base while advancing your advisory career.… more