- Vanguard (Newtown Square, PA)
- …+ Undergraduate degree or equivalent combination of training and experience. + Certified Trust and Financial Advisor (CTFA) designation (or ability to obtain ... are properly implemented. Develops thorough understanding of client's needs and trust and wealth planning strategies and provides additional planning solutions as… more
- Truist (Philadelphia, PA)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… 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
- TD Bank (Philadelphia, PA)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective ... tax clients and trusts and estates. Works closely with Trust Officers and Investment Counselors to obtain tax information,...ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on… more
- Vanguard (Malvern, PA)
- …Collaborate cross-functionally to foster a culture of integrity and accountability. The Senior Compliance Advisor will: + Maintain and cultivate a collaborative ... and excellence. In this role, you will: + Serve as a trusted advisor to business leaders, offering strategic guidance and oversight on regulated activities with… more
- Comcast (Philadelphia, PA)
- …your career at Comcast. **Job Summary** The Data Business Process Effectiveness (BPE) Senior Advisor plays a leading role in business architecture and process ... within Comcast Corporate, Cable, Sky, and/or NBCU. The BPE Senior Advisor will work with the rest...and fast-paced environment. + Exemplifies the highest degree of trust and integrity by continually upholding the principles of… more
- M&T Bank (Bear, DE)
- …insurance sales experience providing investment, brokerage and/or insurance solutions, including trust /fiduciary experience FINRA Series 7, 63 and 65 or 66 licenses ... Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust /fiduciary product, Financial Planning, Managed Accounts or insurance experience… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of… more
- Vanguard (Newtown Square, PA)
- …place to grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: + ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's… more
- M&T Bank (Wilmington, DE)
- …including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **\#LI-LA1** ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… 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 ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- PNC (Wilmington, DE)
- … management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments ... the company's success. We are looking to hire a Credit Risk Review Advisor in Credit Risk Review within PNC's Independent Risk Management organization. The primary… more
- City National Bank (Wilmington, DE)
- …smoothly resulting in issue free filesProvide a smooth file handoff with Trust AdministrationManage ongoing advisor relationships and maintain exemplary service ... *TEAM LEADER TRUST OFFICER NEW BUSINESS* WHAT IS THE OPPORTUNITY?...personality types * Willingness to seek out advice from Senior staff promptly as appropriate *WHAT'S IN IT FOR… more
- Vanguard (Malvern, PA)
- …financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an ... $10.1 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such... and home office level. We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory… more
- Forrester (Philadelphia, PA)
- …entrepreneurial mindset, this individual pursues growth opportunities by engaging with senior leaders and executives for Forrester's existing accounts composed of ... impactful outcomes by creating and orchestrating account penetration strategies. The Senior Account Manager anticipates client needs; understands what drives their… more
- WTW (Philadelphia, PA)
- …+ Leading complex client engagements where you will be responsible for building senior stakeholder engagement and trust + Bringing practical experience of ... **Description** WTW is looking for a senior leader with Commercial Specialty Lines pricing and...new business to the firm + Develop a trusted advisor relationship with client contacts through effective leadership of… more
- Penn Medicine (Philadelphia, PA)
- …+ The Senior Consultant, Strategic Decision Support operates as an advisor at the intersection of data analysis, business intelligence, and strategic consulting. ... The Senior Consultant provides actionable insights that drive decision-making within...to answer and specific client situation. Builds credibility and trust by asking thoughtful questions, actively listening and demonstrating… more
- Deloitte (Philadelphia, PA)
- Senior Consultant, Industry Solutions, Wealth Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, and ... Solutions professionals, and Deloitte consultants from complementary disciplines. As a Senior Consultant, you will help lead workstreams within the context of… more
- WTW (Philadelphia, PA)
- …with personal lines insurance experience in the US market to join as a Senior Consultant in our Insurance Consulting and Technology (ICT) practice. In this role, you ... as a subject matter expert + Develop a trusted advisor relationship with client contacts through effective communication +...Practiced in managing complex projects and delegating work to senior and junior colleagues + Available to travel as… more
- KeyBank (Plymouth Meeting, PA)
- …& experience from a bank or financial institution required. **Tactical Skills** + Trusted Advisor : Ability to build trust by taking a client centric approach + ... Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of… more