- Monster (Wilmington, DE)
- …is more than part of our name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships ... more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be...firm. Must have high level of technical knowledge of fiduciary , tax and estate planning concepts and… more
- Monster (New Milford, CT)
- …Departments new business development efforts in conjunction with other members of the Wealth and USB team. The position carries a Corporate Title of Vice President. ... Primary Duties Be a key member of the Wealth Management team by contributing to the strategic direction and future growth of the Department. Contribute to the… more
- KeyBank (Pepper Pike, OH)
- … Fiduciary Expertise - Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. - Designs and delivers sophisticated ... strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance...bank. - Identifies and resolves potential trust and estate tax - related issues. - Applies sound fiduciary … more
- KeyBank (Toledo, OH)
- …** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. + Designs and delivers sophisticated ... strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance...bank. + Identifies and resolves potential trust and estate tax - related issues. + Applies sound fiduciary … more
- Wells Fargo (Minneapolis, MN)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior 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 (Austin, TX)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior 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,… more
- US Bank (Kansas City, MO)
- … fiduciary advisory). + Minimum of 10 years of experience in HNW/UHNW wealth management (eg, wealth advisory, tax , account administration, management, ... excel at-all from Day One. **Job Description** **Key Responsibilities** + Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies,… more
- Wells Fargo (Dallas, TX)
- …**About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and ... under Regulation Z (LO) outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on… more
- Deloitte (Cleveland, OH)
- …Wealth practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, state, and ... Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal...external advisors to ensure the accuracy and completeness of fiduciary tax filings. **Job responsibilities:** + Serve… more
- Wells Fargo (Mclean, VA)
- …group, including **WIM** referral activity. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banker (SAFE) Working at Wells Fargo | Jobs ... Fargo** . It all begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the United States' leading providers of… more
- Truist (Tampa, FL)
- …FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned ... advisor/regional managing director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain positive working… more
- US Bank (Des Moines, IA)
- …income, estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust ... for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities… more
- JPMorgan Chase (Columbus, OH)
- …Help drive business development initiatives in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow ... to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled… more
- Truist (Philadelphia, PA)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Truist (Richmond, VA)
- …Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth Brokerage and/or Fiduciary lines of business, in their management of ... products. + Ability to travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General… more
- M&T Bank (Baltimore, MD)
- …the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Thrivent Financial (Appleton, WI)
- …organizational skills, and the ability to deliver high-touch client service while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust ... the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive...current on developments in federal and state trust regulations, tax laws, fiduciary best practices and account… more
- Truist (Raleigh, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... part of the broader client facing wealth team to expand existing relationships and capture new...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- Edward Jones (Dallas, TX)
- …them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial advisor, client and the ... have a desire to be a part of the wealth management process? Do you have a strong background...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team… more
