- KeyBank (Plymouth Meeting, PA)
- **Location:** 401 Plymouth Road, Plymouth Meeting Pennsylvania 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 (Wayne, 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
- Vanguard (Malvern, PA)
- Join Vanguard as a Senior Compliance Advisor and become an integral part of a dynamic, expanding team. This is a unique opportunity to shape the vision for the ... Relief, Finance, Fiduciary Risk, and Human Resources. As a trusted advisor , you'll actively collaborate with both internal and external partners, sharing your… more
- M&T Bank (Wilmington, DE)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our...maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition… more
- M&T Bank (Wilmington, DE)
- …and other trust administration tasks. Supports the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Support the ... book through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Maintain understanding of governing instruments including, Trust… more
- Wipfli LLP (Radnor, PA)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional… more