- Canandaigua National Bank & Trust (Sarasota, FL)
- Wealth Advisor II Canandaigua National Trust Company of Florida - Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been building ... personal service that builds long-term relationships. As a Wealth Advisor II of CNTF you will: +...and trust agreements in setting up accounts to determine fiduciary responsibility. + Work diligently to earn the trust… more
- Commerce Bank (Leawood, KS)
- …relationships preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... management solutions for a portfolio of relationships comprised of fiduciary , investment management, and custody clients, and in their...roles. This compensation range is for the Private Client Advisor I, II , III & Senior job… 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
- Truist (Miami, FL)
- …of America) **Please review the following job description:** 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 (s) to meet the needs and objectives of the...previous banking or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support… more
- Comerica (Wilmington, DE)
- Trust Administrator II The Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client ... routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various...other organization required compliance training. * Stays current on fiduciary /tax/legal changes that effect a client's wealth plan or… more