- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Comerica (Costa Mesa, CA)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our ... allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration ...Advisor , delivered through a customized, service-driven model. The Trust Advisor III in our Comerica … more
- Regions Bank (Orlando, FL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… 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, ... ERISA plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher... and fiduciary services for higher value clients. The advisor will provide guidance and direction to staff on… more
- Edward Jones (St. Louis, MO)
- …The posting may close early due to the volume of applicants. The Associate Trust Advisor supports the Client Service Team in the onboarding and ongoing ... vendors, clients and Edward Jones branch teams. The Associate Trust Advisor will support the goals of...address changes, transfers, etc.) + Support the team in trust onboarding, ongoing administration , and investment matters… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,...Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts;… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** (recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust ... Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts...operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred… more
- Vanguard (Scottsdale, AZ)
- …+ Promote professional development by maintaining an in-depth understanding of trust administration , wealth planning techniques and the trustee services ... hold CFP or Juris Doctorate (JD). + Minimum of three years of trust administration and client relationship management experience. + Exceptional client… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner… more
- Vanguard (Newtown Square, PA)
- …8. Promotes professional development by maintaining an in-depth understanding of trust administration , wealth planning techniques and the corporate trustee ... Planner designation required. + Minimum of five years related to personal trust administration and client relationship management experience. + Demonstrated… more
- Commerce Bank (Kansas City, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... the compensation range for some roles. This compensation range is for the Investment Compliance Advisor I, II, III, and Senior - Trust job and contemplates a… more
- Huntington National Bank (Cincinnati, OH)
- … Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working ... Description Summary: The Trust Advisor II, as part of...opportunities. Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate… more
- Truist (Philadelphia, PA)
- …essential functions. + Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law + 10 + years of fiduciary experience, ... client and prospect meetings, individually when necessary, providing advice regarding trust and state administration , discretionary actions, modification or… more
- BMO Financial Group (Chicago, IL)
- We are seeking an experienced trust officer with 5+ years of trust administration experience to work in one of our downtown or suburban Chicago offices as a ... client-facing individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the administration of… more
- ADP (Salem, NH)
- **ADP is hiring an Advisor Service Manager I** + _Do you thrive in a fast-paced environment?_ + _Do you naturally build strong relationships with your clients?_ + ... and Retirement Channel Managers to promote growth of the advisor 's ADP book of business, including all ADP HCM...way with advisors and clients that builds rapport, establishes trust , and shines with professionalism. Over the phone and… more
- Commerce Bank (Wichita, KS)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including… more
- M&T Bank (Wilmington, DE)
- …Minimum of 10 years' relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) ... other internal client team members to serve the unique needs of Wilmington Trust 's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to… more
- City of New York (New York, NY)
- …economic mobility. The Authority is seeking a highly skilled individual to serve as Senior Advisor to the Chief Financial Officer (CFO). The CFO is a key member of ... commitment to public service and public housing, a strong orientation towards building trust with residents and advocates as well as staff, and excellent strategic,… more
- Truist (Miami, FL)
- …review the following job description:** The International Wealth Management (IWM) Advisor 2 serves with the Non-Resident/Foreign Nationals client segment including ... firms, managing a portfolio of approximately 50-100 clients. The IWM Wealth Advisor 2 develops and maintains a portfolio of important revenue generating client… more
- Commerce Bank (Kansas City, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...This compensation range is for the Manager, Private Client Advisor job and contemplates a wide range of factors… more