- 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 or document in which PNC serves as trustee, guardian… 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
- 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 (Wilmington, DE)
- …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)
- …activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy ... personnel to ensure processes are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's second line of defense… 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)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide… more
- Citigroup (New York, NY)
- …acquisition and selling strategies, as well as collection management services. The Art Advisor Sr . Lead is a strategic professional who closely follows the ... skills are required to negotiate internally and externally, often at a senior level. Developed communication and diplomacy skills are required to guide and… more
- Santander US (Miami, FL)
- … Advisor Miami, United States of America **Position Summary** : The Senior Advisor - Regulatory Compliance is responsible for supporting the formulation ... private banking issues while maintaining high standards with pressing deadlines. The Senior Advisor - Regulatory Compliance will report to the Regulatory… more
- Dell Technologies (Round Rock, TX)
- ** Senior Advisor , Retirement Benefits** Ground-breaking products need ground-breaking people to design and deliver them. So here at Dell Technologies, we don't ... career and make a profound social impact as a ** Sr . Advisor ** on our **Benefits** Team in...**north of Austin, Texas** **What you'll achieve** As a Senior Advisor , you will serve as expert… more
- Charles Schwab (Irvine, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- Truist (New York, NY)
- …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 ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you ... the manager's discretion. In this position, you will deliver FIS ( Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution… more
- TD Bank (Greenville, SC)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective ... file returns, and ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and… more
- KeyBank (Columbus, OH)
- …the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position ... + Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of… more
- M&T Bank (Williamsport, PA)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... 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 (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- Edward Jones (Tempe, AZ)
- …skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches. ... The Edward Jones Connection (EJC) department acts as a fiduciary , remotely serving our smaller clients in partnership with...candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that… more
- Truist (Asheville, NC)
- …**Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships *… more