- First Citizens Bank (Raleigh, NC)
- …with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills ... Overview This position collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise… more
- Cetera Financial Group, Inc. (Danville, CA)
- …for special projects at the request of the leadership. Manage, mentor, and train Tax Associates and Senior Tax Associates. Develop and edit correspondence, ... a unique community within Cetera Holdings, is seeking a Senior Manager, Tax Practice who is a...scale our domestic tax preparation, compliance, and tax planning offering, while partnering with our wealth… more
- Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
- …1041s prepared by outside accountants Preparation of receipt and release agreements, fiduciary appointments and tax planning Preparation of basic estate planning ... Knowledge of fiduciary accounting preferred Experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate's Court program and Excel Ability to… 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
- 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 ... HNW and UHNW clients and provide personalized advice and wealth and asset management services in a variety of...this role, you will:** + Oversee a team of fiduciary professionals responsible for the administration of trust and… 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
- 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
- Wells Fargo (San Francisco, CA)
- …trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate ... 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 (San Francisco, CA)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells ... base of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income tax strategies and other complex wealth … more
- Wells Fargo (Purchase, NY)
- …Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo | Jobs and Careers at Wells Fargo ... 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)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust… more
- Deloitte (New York, NY)
- …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
- Truist (Philadelphia, PA)
- …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...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- Truist (Philadelphia, PA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- Zions Bancorporation (Irvine, CA)
- …Community/Business Bankers + Private Bankers + Commercial Bankers Responsibilities: + Serves as senior market leader with respect to the wealth advisory services ... to leading with financial planning with all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth … more
- Truist (Mclean, VA)
- …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 (Chattanooga, TN)
- …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 (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
- Commerce Bank (Kansas City, MO)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate settlement, insurance, planning, credit and banking ... internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate planning, insurance, lending, credit and banking… more
