- Unknown (Fargo, ND)
- Senior Vice President, Chief Fiduciary Officer... Legal Counsel to serve as the principal legal advisor for fiduciary matters within its Wealth ... Fiduciary Officer & Fiduciary...manage complex problems and prioritize effectively. Hiring Manager Title Senior Legal Counsel Travel Percent Less than 10% Functions… more
- Unknown (Long Island City, NY)
- Senior Vice President, Wealth Management Advisory About the Company Premier financial services firm specializing in investment management & private wealth services ... the Role The Company is in search of an accomplished SVP, Wealth Management Advisor to join their team. The successful candidate will be responsible for serving as… more
- Unknown (Fontana, CA)
- Senior Vice President, Client Advisory About the Company Nationally recognized independent investment advisory firm Industry Investment Management Type Privately ... the Role The Company is seeking an SVP, Client Advisor to join their team. The successful candidate will...relationships. The company is independent and employee-owned, ensuring full fiduciary alignment and no product conflicts. They have a… more
- KeyBank (Plymouth Meeting, PA)
- **Location:** 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the ... managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based ... administration, addressing the clients' needs, and risk and compliance management. The advisor is responsible for the fiduciary management of existing, complex… more
- PNC (Radnor, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Sr Fiduciary Advisor within PNC's Private Bank organization, you will ... or participate in STEM OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC… more
- TD Bank (Charlotte, NC)
- …Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Regions Bank (Little Rock, AR)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex… more
- Wells Fargo (Walnut Creek, CA)
- …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
- Fifth Third Bank, NA (Tampa, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- PNC (Baltimore, MD)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor , you will work within the PNC Private Bank organization. You will be ... tax and legal matters. When PNC Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally… more
- UMB Bank (Dubuque, IA)
- …and why. At UMB Private Wealth Management, your story is our focus. As the ** Sr . Wealth Advisor ** , you will lead a highly integrated team-based approach working ... team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through...priorities are at the center of every action. The Sr . Wealth Advisor works closely with the… more
- Charles Schwab (San Diego, 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
- 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
- Canandaigua National Bank & Trust (Sarasota, FL)
- …What does a Sr . Trust Officer - Team Lead do? The Senior Trust Officer Team Lead at Canandaigua National Trust Company Florida (CNTF) is responsible ... Sr . Trust Officer - Team Lead Canandaigua National...include estates, personal trust, guardianships, and any other appropriate fiduciary capacity. + Responsible for directly servicing many of… more
- Oracle (Atlanta, GA)
- …interpretation of the financial results for Oracle's Lines of Business, acting as a trusted advisor to the LOB senior management team **What's needed to be a ... **Job Description** ** Sr . Assistant Controller, North America Revenue Controller** When...business partners. Our primary areas of focus include: + ** Fiduciary Excellence:** Preparation and oversight of all accounting records… more
- KeyBank (Cleveland, 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
- KeyBank (Portland, ME)
- …Understands and can discuss the KPB Value Proposition + Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset ... the knowledge and ability to manage investment portfolios within a fiduciary framework. **Support** + Focus on trading, rebalancing, portfolio construction, asset… 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
