- Fifth Third Bank, NA (Evansville, IN)
- …knowledge of trust administration, estate planning strategies, and income and estate tax matters Sr. Trust Advisor LOCATION -- Evansville, Indiana ... at Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than...Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the advice-based solutions… more
- Truist (Atlanta, GA)
- …as the governing instrument. 5. Serve as subject matter expert with respect to estate and interim trust settlement. 6. Support teammates' sales efforts with ... respect to reserve-level future fee appointments and current estate /interim trust opportunities. 7. Handle or support...or working toward an advanced degree or license/certification (eg JD , LLM, MBA, CPA, CTFA or CFP). **General Description… more
- Regions Bank (Birmingham, AL)
- …Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... accounting or related field + Five (5) years of Trust Administration, Estate /Tax Law, Financial Planning or...experience may also qualify **Preferences** + Advanced degree (eg, Juris Doctorate ( JD ), Master of Laws (LLM),… more
- Regions Bank (Knoxville, TN)
- … Advisor is responsible for the acquisition of Personal Trust , Estate and Investment Management client relationships. Responsibilities include prospecting, ... **Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration, Estate /Tax Law, Financial Planning or... trust accounts **Preferences** + Advanced degree (eg Juris Doctorate ( JD ), Master of Laws (LLM),… more
- Truist (Charlotte, NC)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and ... fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment...time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and… more
- Truist (Charlotte, NC)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and… more
- Deloitte (Columbus, OH)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Commerce Bank (Leawood, KS)
- …and fiduciary perspective required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate ( JD ) or other certification in… more
- Commerce Bank (Kansas City, MO)
- …and fiduciary perspective preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to ... and competencies.) For more than a century , Commerce Trust , a division of Commerce Bank, has been a...towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate ( JD ) or other certification in… more
- Commerce Bank (St. Louis, MO)
- …and financial planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... on relevant experience, skills, and competencies.) Since 1906, Commerce Trust , a division of Commerce Bank, has been a...towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate ( JD ) or other certification in… more
- Bank of America (Baltimore, MD)
- …planning services to address their high- and ultra-high net worth clients' trust , estate /wealth transfer, and financial planning needs. Key responsibilities ... Wealth Strategies Advisor Baltimore, Maryland;Washington, District of Columbia; Chevy Chase,...a broad range of wealth planning topics such as trust and estate planning, income and wealth… more
- CIBC (FL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... a cohesive value proposition to a client or prospect. The Private Banking Advisor 's specific focus is growth through new relationships and opportunities as well as… more
- Office of General Counsel (Washington, DC)
- …Urban Development, Office of General Counsel. Responsibilities As a Supervisory Attorney- Advisor (Deputy Assistant General Counsel for Ethics and Appeals), you will: ... requirement is applicable for GS 15 attorney position(s). Public Trust - Background Investigation will be required. Please refer...of an accredited law school with an LL.B. or JD ; (2) be a current member of a bar… more
- JPMorgan Chase (Newark, DE)
- …+ Advanced degree such as JD , industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen client relationships.… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;Raleigh, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Overview** A Strategist in Wealth Management Consulting (WMC) answers a client's estate and financial planning questions by performing a variety of analyses,… more
- Fifth Third Bank, NA (Indianapolis, IN)
- …with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate ( JD ) and/or Certified Public Accountant (CPA) will also ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging… more
- Raymond James Financial, Inc. (Columbus, GA)
- …process through personal meetings, conference calls and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, ... and ability to learn software applications including computer based trust accounting systems and other common estate ...of seven (7) to ten (10) years of personal trust administration experience ~or~ * JD , MBA,… more
- Bank of America (Atlanta, GA)
- …**Key attributes / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + ... will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA)...**Desired Skills:** + A minimum of 5 years of trust administration, fiduciary law, and estate &… more
- VF Corporation (Greensboro, NC)
- …focused specifically on securities law, M&A, corporate law and corporate governance. + Juris Doctor (" JD ") degree with demonstrated strong academic ... Build strong relationships with internal and external stakeholders, serving as a trusted advisor and valued teammate 2. Provide legal advice and guidance to business… more
- Elkay (Milwaukee, WI)
- …which should include experience in a major law firm and in-house at a corporation. + Juris Doctor degree from an accredited law school. + Desire and ability to ... General Counsel will serve as a partner and trusted advisor to Zurn Elkay's business leaders on a wide...and acquisitions, intellectual property, environmental, labor and employment, real estate and other matters impacting the business. You must… more