- Wells Fargo (Minneapolis, MN)
- **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 Investment Management. Trust advisors discuss the needs...a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate… 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 ... 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
- Truist (Philadelphia, PA)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as… more
- M&T Bank (Los Angeles, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Truist (Mclean, VA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Chattanooga, TN)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Richmond, VA)
- …products. + Ability to travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience ... Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth Brokerage and/or Fiduciary lines of business, in their management of… more
- Wells Fargo (Chicago, IL)
- …**About this role:** Wells Fargo is seeking a Senior Custom Credit Banker - Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs and ... Wells 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
- Deloitte (New York, NY)
- …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 high-level reviews of tax ... research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Truist (Philadelphia, PA)
- …Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions ... development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that...Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... compliance with trust provisions and regulatory requirements. + Maintain documentation of fiduciary reviews and delegated advisor oversight. + Track and… more
- M&T Bank (Bear, DE)
- …segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… more
- M&T Bank (Wilmington, DE)
- …credit, planning, fiduciary , family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of ... **Overview:** Partners with Wealth Advisors and other internal client team members...relevant experience Deep expertise in planning, investments, banking, and fiduciary Prior experience managing complex UHNW client relationships Strong… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of ... trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a… more
- UMB Bank (Chandler, AZ)
- …IRA, and other assigned accounts, handling complex situations. The **Sr.** **Trust Advisor ** within our Private Wealth Management team builds long-term client ... **UMB's Wealth Management** takes a holistic and collaborative approach...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
- M&T Bank (Vero Beach, FL)
- …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
- 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 ... have a desire to be a part of the wealth management process? Do you have a strong background...concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes… more
- First Horizon Bank (Miami Beach, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... opportunity not only for current Private Bankers and Private Wealth Advisors, but also for Business Bankers and Commercial...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- KeyBank (Chicago, IL)
- …strategies to actualize client aspirations and further position Key as the client's trust advisor . + Interfaces with other Wealth Segment advisors and sales team ... Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates… more
- KeyBank (Portland, ME)
- …Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates ... performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. **Responsibilities** +… more