- Monster (Wilmington, DE)
- …Service(R) is more than part of our name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing ... advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top… more
- Wells Fargo (Dallas, TX)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at ... under Regulation Z (LO) outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on… 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,… more
- Huntington National Bank (Charlotte, NC)
- Description The Business Risk Officer Senior within Wealth Management plays a key role in the delivery of risk strategy and execution for the Wealth ... resilience. Duties and Responsibilities: + Serve as a core advisor to the Wealth Management Business, providing...of related/focused experience and proven industry expertise/management within the wealth and fiduciary space + Fiduciary… more
- M&T Bank (Costa Mesa, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Charles Schwab (Boston, MA)
- …for this role to work on site in the specified location.** As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, ... direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's… more
- Truist (Philadelphia, PA)
- …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 ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Richmond, VA)
- …products. + Ability to travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience ... Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth Brokerage and/or Fiduciary lines of business, in their management of… more
- Truist (Tampa, FL)
- …* This position is located at Truist Tampa, FL. on-site* 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...director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain… more
- Truist (Raleigh, NC)
- …mentioned below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as… more
- UMB Bank (Rust, MI)
- …IRA, and other assigned accounts, handling complex situations. The **Sr.** **Trust Advisor ** within our Private Wealth Management team builds long-term client ... **UMB's Wealth Management** takes a holistic and collaborative approach...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
- KeyBank (Amherst, NY)
- … Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... projects and testing. The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or… more
- Deloitte (Cleveland, OH)
- …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 high-level reviews of tax ... research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- First National Bank of Omaha (Fort Collins, CO)
- …& Advisory** + Design and implement a centralized risk and operations model across the Wealth division. + Serve as a strategic advisor to division management and ... division for future success. **Risk Governance and Compliance** + Serve as a senior risk officer across the Wealth division, ensuring compliance with all… more
- M&T Bank (Naples, FL)
- …planning, core banking, investments, and Trust advisement for prospects and clients. Assists Wealth Advisors and Senior Wealth Associates to provide support ... opportunities for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that… more
- KeyBank (Cleveland, OH)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 **JOB BRIEF (PURPOSE)** The Wealth Management Compliance Executive is a senior leader responsible for ... overseeing and enhancing the compliance framework for the bank's Wealth Management business. This role ensures adherence to applicable...risk and compliance objectives. + Serve as a trusted advisor to senior business leaders on regulatory… more
- KeyBank (Elkhart, IN)
- **Location:** 300 Nibco Parkway - Elkhart, Indiana 46516 **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning ... out to clients to advise on age milestone, life events, and children/ wealth planning opportunities. + Partner with Fiduciary , Insurance, Investment teammates… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …at Raymond James after graduation. **Department Overview** Raymond James Global Wealth Solutions (GWS) provides a leading platform delivering customized planning and ... thought leadership, and strategy. GWS offers comprehensive solutions within every wealth demographic via Investment Strategy, Wealth Planning, Investment… more
- M&T Bank (Baltimore, MD)
- …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
