- Wells Fargo (Dallas, TX)
- …**About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | ... expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with...additional screening, if necessary + 25% travel + Specific compliance policies may apply regarding outside activities and/or personal… more
- Truist (Fort Worth, TX)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more