- PNC (Vero Beach, FL)
- …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 ... in Vero Beach, FL. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan...serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal 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
- Truist (Orlando, FL)
- …Preference is to be located within the Truist geography. The New Account Onboarding Advisor directly oversees and is responsible for all facets for onboarding new ... fiduciary business, including account paperwork production and acceptance, coding...to completion. Responsible and accountable for the most complex fiduciary matters, as well as giving advice to client-facing… more
- Regions Bank (Atlanta, GA)
- …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
- Commerce Bank (Leawood, KS)
- …relationships preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized… more
- Truist (Atlanta, GA)
- …of risk program requirements, primarily in support of Truist Wealth's fiduciary businesses, including Wealth Fiduciary (personal trust), Institutional Investment ... Subject Matter Expert (SME) to assigned Business Units, primarily Wealth Fiduciary (personal trust), Institutional Investment Management, and Corporate Trust &… more
- Wells Fargo (Las Vegas, NV)
- …Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth ... 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 (Long Beach, CA)
- …Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & Advisor Services as part of ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty...role, you will:** + Work with a team of fiduciary professionals to administer a book of fiduciary… more
- Wells Fargo (Wilmington, DE)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- M&T Bank (Clanton, AL)
- …the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy of the workflow and ... processes are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's second line of defense independent control function… more
- US Bank (Cincinnati, OH)
- …hold or are working toward a Professional Designation such as a Certified Trust and Fiduciary Advisor (CTFA) or a Certified Financial Planner (CFP), we'd love to ... working towards a Professional Designation such as a Certified Trust and Fiduciary Advisor (CTFA) or a Certified Financial Planner (CFP) - Thorough knowledge of… 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
- Copeland (Columbus, OH)
- …Management Advisor (RMA), Qualified 401(k) Administrator (QKA) and Certified Plan Fiduciary Advisor (CPFA) are a plus.** Our compensation philosophy is ... as the primary liaison for the Retirement Investment Committee, facilitating fiduciary reviews and supporting investment decisions for our retirement programs.**… more
- NBT Bank (Manchester, NH)
- …plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide ... clients and their families, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers high quality client service and earns… more
- Comerica (Costa Mesa, CA)
- Mgr Personal Fiduciary Services Support The Manager, National Personal Fiduciary Services Support is responsible for maintaining healthy business relationships ... business lines. Operational / Risk Responsibilities * Work closely with trust advisor management team to ensure seamless support and coordination between team's… more
- First National Bank of Omaha (Yankton, SD)
- …financial risk for the organization. **About This Role:** **Key Accountabilities:** ** Fiduciary Expertise** Serve as Trust Advisor with primary accountability ... on business needs. **Summary of the Job:** The Trust Advisor will manage and administer trust relationships and work...with client interests, including all exercise of discretion in fiduciary accounts such as approval of disbursements of … more
- Truist (Charlotte, NC)
- …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
- Citigroup (New York, NY)
- …been a leader in the art advisory field since 1979, a regulated fiduciary providing personalized acquisition and selling strategies, as well as collection management ... services. The Art Advisor Sr. Lead is a strategic professional who closely...installation, loans to exhibitions, publicity, or consignment for sale ** Fiduciary & Risk Management** + Ensure compliance with legal… more
- PNC (OH)
- …an opportunity to contribute to the company's success. As a Closely Held Business Advisor within PNC Private Bank, you are able to be located in any geographical ... accounts. * Conducts Asset reviews and analysis and makes investment/ fiduciary recommendations. * Reviews asset financial information, governing instruments, and… more
- PNC (Dallas, TX)
- …to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be based in ... the manager's discretion. In this position, you will deliver FIS ( Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution… more
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