- 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)
- …respected, valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be ... be performed remotely, at the manager's discretion. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in… more
- Wells Fargo (Minneapolis, MN)
- …operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate effectively with ... **About this role:** Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth and… more
- Wells Fargo (Minneapolis, MN)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Dallas, TX)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- KeyBank (Brooklyn, OH)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or ... Road, Brooklyn Ohio **About the Job** The Compliance Manager - Testing ( Fiduciary & Trust) is responsible for leading and executing independent compliance testing… more
- Regions Bank (Clayton, MO)
- …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
- Comerica (Palm Beach Gardens, FL)
- Job Description Trust Advisor IV - Ultra High Net WorthOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … 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
- 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
- BankFinancial (Downers Grove, IL)
- …computer and Microsoft Office skills. Licenses/Certificates/Registrations Certified Trust and Fiduciary Advisor certification (CTFA) and/or Certified Financial ... reviews and resolves breaches by the review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the Trust… more
- PNC (Vero Beach, FL)
- …takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... Relationship Strategist + **Institutional Asset Management (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …compliance with trust provisions and regulatory requirements. + Maintain documentation of fiduciary reviews and delegated advisor oversight. + Track and ... OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment… more
- PNC (Pittsburgh, PA)
- …an opportunity to contribute to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in Pittsburgh, ... of real estate activities in alignment with the banks fiduciary policies procedures, to include such activities as: real...hiring of contractors and agents. + Collaborates with AMG Fiduciary Counsel and Market Fiduciary Advisors and… more
- HUB International (Providence, RI)
- …in the life and annuity distribution space. We believe that acting as a fiduciary to the Advisor and policy holder, providing service excellence and being ... relationships with both producers and centers of influence as a consultative, trusted advisor instead of a product vendor. + Superior customer service and ability to… more
- TD Bank (Manchester, NH)
- …Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax ... to obtain tax information, prepare and file applicable federal and state fiduciary income tax returns, and ensure appropriate planning is conducted and completed.… more
- JPMorgan Chase (Miami, FL)
- …maintain and develop strategies for increasing business with current clients; professional advisor cultivation * Reading the fiduciary materials which are ... to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered… more
- Truist (Atlanta, GA)
- …within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including ... and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver ...of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review… more
- Commerce Bank (Kansas City, MO)
- …$57 billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth ... management solutions for a portfolio of relationships comprised of fiduciary , investment management, and custody clients, and in their role as relationship manager… more