- Wells Fargo (Chicago, IL)
- …partners (ie care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via ... **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO)...techniques and fiduciary laws; in-depth knowledge of fiduciary income tax **Posting Locations:** + 90… 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 (Austin, TX)
- …Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior 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
- Bank OZK (Charlotte, NC)
- … tax and legal partners. + Provides ongoing support of Trust and Wealth tax reporting requirements including tracking and account maintenance and interaction ... Officers. Essential Job Functions + Provides support for assigned senior officer(s) for day-to-day administration of fiduciary ...with third party fiduciary tax preparation services. + Performs tasks… more
- Deloitte (Fort Worth, TX)
- …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
- TD Bank (Greenville, SC)
- …**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
- Truist (Greenwich, CT)
- …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 (Asheville, NC)
- …high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and proven at acquiring new clients by leveraging their ... and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions including, but not limited to, strategic asset… 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
- KeyBank (New York, NY)
- …of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship ... **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net...delivering on a family office client experience + Deep tax , investment, or fiduciary experience + Excellent… more
- M&T Bank (Buffalo, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with the individual financial goals...Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… 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
- UMB Bank (Leawood, KS)
- …high value family client segments within the practice. You will serve as the senior mentor for other wealth advisors on the team; regularly providing guidance ... team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through...+ You are proficient in delivering advice across investment, tax , estate planning and transfer of 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of tax basis, structure… 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
- NBT Bank (Manchester, NH)
- …and community-related functions. The position will partner with regional law firms and tax professionals to enhance our Wealth Management presence and name ... Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of...target and secure new customers. + Strong knowledge of fiduciary laws, tax considerations and regulatory requirements.… more
- Commerce Bank (Leawood, KS)
- …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