- Bank OZK (Little Rock, AR)
- …clients. Deliver private banking credit and deposit solutions, while partnering with trust and wealth management, retail, commercial banking and other lines ... + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Understand client needs, investment objectives, and risk profiles… more
- Bank OZK (Atlanta, GA)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +...management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide… more
- JPMorgan Chase (Palo Alto, CA)
- …plans, derivative-based transactions, and exchange funds) will also be a plus. As a Vice - President , Wealth Planner within JP Morgan Wealth Management, ... Wealth Planning & Advice is a group of...you will need a deep understanding of tax and trust & estate laws and must be able to...of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity… more
- Thrivent Financial (Denver, CO)
- …delegate and lead a team toward reaching regional Advisor Group goals. The Area Vice President (AVP) focuses on 5 key areas: + Leadership: In their key ... others with Thrivent's purpose, promise and principles. The Area VP will grow exceptional leaders, connect with regional communities,... Advisor Growth: Top priority for the Area Vice President is to lead advisor… more
- JPMorgan Chase (Newark, DE)
- … Officer's role to oversee the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, ... and develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM… more
- Comerica (Houston, TX)
- …Description Vice President , Senior Wealth AdvisorThe Vice President , Senior Wealth Advisor role will be responsible for contributing to the ... overall success of the Wealth & Institutional Management business unit by building and...market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to… more
- Bank OZK (Charlotte, NC)
- …Bank OZK benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope The VP , Trust Investment Officer constructs and manages individualized investment ... with clients' financial needs and objectives. As their trusted advisor , you will work directly with clients to help...work experience, required + 4+ years' experience in a trust / wealth management function or equivalent experience required… more
- Atria Wealth Solutions (Vancouver, WA)
- …in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in ... themselves and their communities. + Value Proposition: Earning your trust with knowledgeable people and digital options so you...Assistance + And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to… more
